Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BENCHMARK ELECTRONICS INCBHE · Entity 4343 | Executive Vice President | April 24, 2017 | April 25, 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.
BENCHMARK ELECTRONICS INC
Report date April 24, 2017 · Filed April 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,720 |
Ending reported balance
After 2017-04-24 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2017-04-24 · Exercise / conversion · Acquired 10,128 · Balance 51,848 F1: The option vested over a four year period ending February 27,2017. Row 2 · 2017-04-24 · Exercise / conversion · Acquired 8,325 · Balance 60,173 Row 3 · 2017-04-24 · Exercise / conversion · Acquired 6,174 · Balance 66,347 Row 4 · 2017-04-24 · Sale · Disposed 24,627 · Balance 41,720 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.37 · Expires 2023-02-27 | Direct | 0 |
Reported balance
After 2017-04-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-04-24 · Exercise / conversion · Disposed 10,128 · Balance 0 F1: The option vested over a four year period ending February 27,2017. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.99 · Expires 2024-02-13 | Direct | 2,775 |
Reported balance
After 2017-04-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-04-24 · Exercise / conversion · Disposed 8,325 · Balance 2,775 F2: The option to purchase 11,100 shares was granted on February 13, 2014 and is scheduled to vest in annual 25% increments. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.14 · Expires 2025-02-19 | Direct | 6,174 |
Reported balance
After 2017-04-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-04-24 · Exercise / conversion · Disposed 6,174 · Balance 6,174 F3: The option to purchase 12,348 shares was granted on February 19, 2015 and is scheduled to vest in annual 25% increments. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vested over a four year period ending February 27,2017.
F2: The option to purchase 11,100 shares was granted on February 13, 2014 and is scheduled to vest in annual 25% increments.
F3: The option to purchase 12,348 shares was granted on February 19, 2015 and is scheduled to vest in annual 25% increments.
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 25, 2017 22:01 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionStock Option (right to buy) · Derivative | 6,174 | $0.00 Strike: $23.14 | $0.00 |
DisclosureSEC source: 0001179110-17-006192 · edgar.xml · derivative · entry 7 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,174 Underlying: Common Stock · 6,174 shares Expires 2025-02-19 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. F3 · derivative.exercise_date: The option to purchase 12,348 shares was granted on February 19, 2015 and is scheduled to vest in annual 25% increments. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 22:01 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionStock Option (right to buy) · Derivative | 8,325 | $0.00 Strike: $22.99 | $0.00 |
DisclosureSEC source: 0001179110-17-006192 · edgar.xml · derivative · entry 6 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,775 Underlying: Common Stock · 8,325 shares Expires 2024-02-13 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. F2 · derivative.exercise_date: The option to purchase 11,100 shares was granted on February 13, 2014 and is scheduled to vest in annual 25% increments. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 22:01 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionStock Option (right to buy) · Derivative | 10,128 | $0.00 Strike: $17.37 | $0.00 |
DisclosureSEC source: 0001179110-17-006192 · edgar.xml · derivative · entry 5 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,128 shares Expires 2023-02-27 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 · derivative.exercise_date: The option vested over a four year period ending February 27,2017. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 22:01 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | SaleCommon Stock | 24,627 | $31.40 | $773,386.31 |
DisclosureSEC source: 0001179110-17-006192 · edgar.xml · nonDerivative · entry 4 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,720 Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 22:01 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionCommon Stock | 6,174 | $23.14 | $142,866.36 |
DisclosureSEC source: 0001179110-17-006192 · edgar.xml · nonDerivative · entry 3 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,347 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 |
| April 24, 2017 Filed Apr 25, 2017 22:01 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionCommon Stock | 8,325 | $22.99 | $191,391.75 |
DisclosureSEC source: 0001179110-17-006192 · edgar.xml · nonDerivative · entry 2 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,173 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 |
| April 24, 2017 Filed Apr 25, 2017 22:01 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionCommon Stock | 10,128 | $17.37 | $175,923.36 |
DisclosureSEC source: 0001179110-17-006192 · edgar.xml · nonDerivative · entry 1 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,848 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 · shares: The option vested over a four year period ending February 27,2017. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 00:26 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | GrantPerformance-based Restricted Stock Units · Derivative | 11,010 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004181 · edgar.xml · derivative · entry 2 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,010 Underlying: Common Stock · 11,010 shares Expires not disclosed F2 · derivative.exercise_date: This reflects the target number of performance-based restricted stock units awarded. Actual awards may vary from as low as zero to as high as 2.5 times the target. As soon as reasonably practicable following the end of the Performance Period (beginning on January 1, 2017 and ending on December 31, 2019) and in no event later than March 15, 2020, the number of shares that may ultimately be earned will be determined and issued. F2 · derivative.expiration_date: This reflects the target number of performance-based restricted stock units awarded. Actual awards may vary from as low as zero to as high as 2.5 times the target. As soon as reasonably practicable following the end of the Performance Period (beginning on January 1, 2017 and ending on December 31, 2019) and in no event later than March 15, 2020, the number of shares that may ultimately be earned will be determined and issued. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 00:26 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | GrantCommon Stock | 11,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004181 · edgar.xml · nonDerivative · entry 1 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,161 F1 · shares: These shares are represented by a restricted stock unit award bearing the right to receive Common Shares and are scheduled to vest in ratable annual installments over a four-year period from the grant date. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:34 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Tax withholdingCommon Stock | 731 | $32.00 | $23,392.00 |
DisclosureSEC source: 0001179110-17-003412 · edgar.xml · nonDerivative · entry 1 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,157 F1 · shares: These shares are being withheld to cover taxes related to the vesting of restricted stock units. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 00:06 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Tax withholdingCommon Stock | 902 | $32.35 | $29,179.70 |
DisclosureSEC source: 0001179110-17-003087 · edgar.xml · nonDerivative · entry 2 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,884 Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 00:06 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Tax withholdingCommon Stock | 696 | $32.60 | $22,689.60 |
DisclosureSEC source: 0001179110-17-003087 · edgar.xml · nonDerivative · entry 1 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,786 F1 · shares: These shares are being withheld to cover taxes related to the vesting of restricted stock units. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 23:25 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Tax withholdingCommon Stock | 476 | $32.15 | $15,303.40 |
DisclosureSEC source: 0001179110-17-002389 · edgar.xml · nonDerivative · entry 1 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,482 F1 · shares: These shares are being withheld to cover taxes related to the vesting of restricted stock units. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:29 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionStock Option (right to buy) · Derivative | 11,369 | $0.00 Strike: $26.84 | $0.00 |
DisclosureSEC source: 0001179110-16-031708 · edgar.xml · derivative · entry 6 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,369 shares Expires 2016-11-15 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. F1 · derivative.exercise_date: The option was set to expire on November 15, 2016. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:29 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | SaleCommon Stock | 11,369 | $27.15 | $308,668.35 |
DisclosureSEC source: 0001179110-16-031708 · edgar.xml · nonDerivative · entry 4 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,943 Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:29 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionCommon Stock | 11,369 | $26.84 | $305,143.96 |
DisclosureSEC source: 0001179110-16-031708 · edgar.xml · nonDerivative · entry 3 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,312 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 14, 2016 Filed Nov 16, 2016 22:29 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionStock Option (right to buy) · Derivative | 11,131 | $0.00 Strike: $26.84 | $0.00 |
DisclosureSEC source: 0001179110-16-031708 · edgar.xml · derivative · entry 5 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,369 Underlying: Common Stock · 11,131 shares Expires 2016-11-15 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. F1 · derivative.exercise_date: The option was set to expire on November 15, 2016. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 22:29 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | SaleCommon Stock | 11,131 | $27.20 | $302,763.20 |
DisclosureSEC source: 0001179110-16-031708 · edgar.xml · nonDerivative · entry 2 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,943 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 22:29 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | Exercise / conversionCommon Stock | 11,131 | $26.84 | $298,756.04 |
DisclosureSEC source: 0001179110-16-031708 · edgar.xml · nonDerivative · entry 1 King Jon J · CIK 0001611919 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,074 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.