Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Group Inc.CG · Entity 3316 | Director | May 01, 2021 | May 03, 2021 |
| DEAN FOODS CODF · Entity 153856 | Director | March 06, 2019 | March 08, 2019 |
| Esquire Financial Holdings, Inc.ESQ · Entity 4764 | Director | December 09, 2021 | December 13, 2021 |
| PROGRESSIVE CORP/OH/PGR · Entity 193 | Director | June 30, 2003 | July 01, 2003 |
| Wendy's CoWEN · Entity 4659 | Director | February 22, 2017 | February 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.
Carlyle Group Inc.
Report date May 01, 2021 · Filed May 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,930 |
Reported balance
After 2021-05-01 transaction · row 1
1 source rowRow 1 · 2021-05-01 · Grant · Acquired 3,985 · Balance 56,930 F1: These securities are restricted stock unit awards granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2022, subject to the reporting person's continued service on the Board of Directors of The Carlyle Group Inc. on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock unit awards granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2022, subject to the reporting person's continued service on the Board of Directors of The Carlyle Group Inc. on such vesting date.
DEAN FOODS CO
Report date March 06, 2019 · Filed March 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 38,339 |
Reported balance
After 2019-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-06 · Grant · Acquired 38,339 · Balance 38,339 F1: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement. F2: RSUs convert into common stock on a one-for-one basis. F3: This RSU award vests annually, on a pro rata basis, over a 3-year period. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement.
F2: RSUs convert into common stock on a one-for-one basis.
F3: This RSU award vests annually, on a pro rata basis, over a 3-year period.
Esquire Financial Holdings, Inc.
Report date December 09, 2021 · Filed December 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,980 |
Reported balance
After 2021-12-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-12-09 · Grant · Acquired 1,500 · Balance 11,980 F1: Shares of restricted stock vest in three equal annual installments commencing on December 9, 2025. F2: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F3: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.50 · Expires 2026-09-01 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2021-12-09 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 7,500 F4: Stock options are fully vested. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $19.25 · Expires 2028-01-23 | Direct | 1,500 |
Reported balance
Holding disclosure · report date 2021-12-09 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,500 F4: Stock options are fully vested. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $24.90 · Expires 2028-12-10 | Direct | 1,500 |
Reported balance
Holding disclosure · report date 2021-12-09 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,500 F4: Stock options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock vest in three equal annual installments commencing on December 9, 2025.
F2: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023.
F3: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024.
F4: Stock options are fully vested.
PROGRESSIVE CORP/OH/
Report date June 30, 2003 · Filed July 01, 2003
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 1988-08-08 | Direct | 643.0841 |
Reported balance
After 2003-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2003-06-30 · Grant · Acquired 0.2198 · Balance 643.0841 F1: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan.
Wendy's Co
Report date February 22, 2017 · Filed February 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 230,538 |
Reported balance
After 2017-02-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-02-22 · Exercise / conversion · Acquired 45,000 · Balance 230,538 |
| Common StockSEC Table I · non-derivative | Direct | 211,316 |
Reported balance
After 2017-02-22 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-02-22 · Tax withholding · Disposed 19,222 · Balance 211,316 F1: The total number of shares of Common Stock owned by Ms. Hill increased by 25,778 shares as a result of the option exercise transaction reported on this Form 4. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.90 · Expires 2018-09-29 | Direct | 0 |
Reported balance
After 2017-02-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-02-22 · Exercise / conversion · Disposed 45,000 · Balance 0 F2: With tandem dividend equivalent rights and tax withholding rights. F3: The option vested in two equal installments on Sepctmber 29, 2009 and 2010. |
Filing footnotes · ownership attribution and instrument terms
F1: The total number of shares of Common Stock owned by Ms. Hill increased by 25,778 shares as a result of the option exercise transaction reported on this Form 4.
F2: With tandem dividend equivalent rights and tax withholding rights.
F3: The option vested in two equal installments on Sepctmber 29, 2009 and 2010.
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 |
|---|---|---|---|---|---|---|
| December 09, 2021 Filed Dec 13, 2021 17:42 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-021962 · doc1.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,980 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 9, 2025. F2 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 19, 2023. F3 · balance_after: Includes shares of restricted stock which vest in three equal annual installments commencing on December 16, 2024. Read SEC document |
| May 01, 2021 Filed May 3, 2021 21:27 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 3,985 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-017940 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,930 F1 · shares: These securities are restricted stock unit awards granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2022, subject to the reporting person's continued service on the Board of Directors of The Carlyle Group Inc. on such vesting date. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 15:00 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-021337 · doc1.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,480 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 16, 2024. F2 · balance_after: Shares of restricted stock vest in three equal annual installments commencing on December 19, 2023. Read SEC document |
| May 01, 2020 Filed May 5, 2020 18:50 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-012099 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,945 F1 · security: On January 1, 2020, The Carlyle Group L.P., a Delaware limited partnership, converted into a Delaware corporation named The Carlyle Group Inc. As a result of such conversion, each common unit of limited partner interest of The Carlyle Group L.P. converted into a share of common stock of The Carlyle Group Inc. F2 · shares: These securities are restricted stock unit awards granted under The Carlyle Group Inc. 2012 Amended & Restated Equity Incentive Plan. These securities will vest on May 1, 2021, subject to Ms. Hill's continued service on the board of directors of The Carlyle Group Inc. on such vesting date. Read SEC document |
| December 19, 2019 Filed Dec 23, 2019 10:27 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023492 · doc1.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,480 F1 · shares: Shares of restricted stock vest in three equal annual installments commencing on December 19, 2023. Read SEC document |
| May 01, 2019 Filed May 3, 2019 17:03 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,854 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012036 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,534 F1 · shares: These securities are deferred restricted common unit awards granted under The Carlyle Group L.P. 2012 Equity Incentive Plan. These securities will vest on May 1, 2020, subject to Ms. Hill's continued service on the board of directors of Carlyle Group Management L.L.C., the general partner of The Carlyle Group L.P., on such vesting date. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 18:00 UTC | DEAN FOODS CO DF · Entity 153856 | GrantRestricted Stock Units · Derivative | 38,339 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018237 · doc4.xml · derivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,339 Underlying: Common Stock · 38,339 shares Expires not disclosed F1 · security: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement. F2 · security: RSUs convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. F3 · derivative.expiration_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:20 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Units · Derivative | 4,555 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016938 · doc4.xml · derivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,112 Underlying: Common Stock · 4,555 shares Expires not disclosed 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 · security: RSUs convert into common stock on a one-for-one basis. F3 · security: These RSUs were awarded on 3/01/2018. The award vests annually, on a pro rata basis, over a 3-year period. F1 · shares: The Reporting Person received a total of 4,555 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). F3 · derivative.exercise_date: These RSUs were awarded on 3/01/2018. The award vests annually, on a pro rata basis, over a 3-year period. F3 · derivative.expiration_date: These RSUs were awarded on 3/01/2018. The award vests annually, on a pro rata basis, over a 3-year period. F1 · derivative.underlying_shares: The Reporting Person received a total of 4,555 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:20 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 4,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016938 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,297 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 Reporting Person received a total of 4,555 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 19:13 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Units · Derivative | 2,074 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013802 · doc4.xml · derivative · entry 4 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,074 shares Expires not disclosed 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 · security: RSUs convert into common stock on a one-for-one basis. F5 · security: These RSUs were awarded on 2/26/2016. The award vests annually, on a pro rata basis, over a 3-year period. F2 · shares: The Reporting Person received a total of 2,074 shares of Common Stock of the Issuer pursuant to the vesting of RSUs. F5 · derivative.exercise_date: These RSUs were awarded on 2/26/2016. The award vests annually, on a pro rata basis, over a 3-year period. F5 · derivative.expiration_date: These RSUs were awarded on 2/26/2016. The award vests annually, on a pro rata basis, over a 3-year period. F2 · derivative.underlying_shares: The Reporting Person received a total of 2,074 shares of Common Stock of the Issuer pursuant to the vesting of RSUs. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 19:13 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 2,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013802 · doc4.xml · nonDerivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,742 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 · shares: The Reporting Person received a total of 2,074 shares of Common Stock of the Issuer pursuant to the vesting of RSUs. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 19:13 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Units · Derivative | 2,168 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013802 · doc4.xml · derivative · entry 3 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,168 Underlying: Common Stock · 2,168 shares Expires not disclosed 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 · security: RSUs convert into common stock on a one-for-one basis. F4 · security: These RSUs were awarded on 2/24/2017. The award vests annually, on a pro rata basis, over a 3-year period. F1 · shares: The Reporting Person received a total of 2,168 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). F4 · derivative.exercise_date: These RSUs were awarded on 2/24/2017. The award vests annually, on a pro rata basis, over a 3-year period. F4 · derivative.expiration_date: These RSUs were awarded on 2/24/2017. The award vests annually, on a pro rata basis, over a 3-year period. F1 · derivative.underlying_shares: The Reporting Person received a total of 2,168 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 19:13 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 2,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013802 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,668 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 Reporting Person received a total of 2,168 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). Read SEC document |
| December 10, 2018 Filed Dec 21, 2018 16:33 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantStock Options · Derivative | 1,500 | $0.00 Strike: $24.90 | $0.00 |
DisclosureSEC source: 0001567619-18-008517 · doc1.xml · derivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2028-12-10 F1 · shares: Stock option vest in three equal annual installments commencing on December 10, 2019. F1 · derivative.underlying_shares: Stock option vest in three equal annual installments commencing on December 10, 2019. F1 · balance_after: Stock option vest in three equal annual installments commencing on December 10, 2019. Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 16:49 UTC | Carlyle Group Inc. CG · Entity 3316 | PurchaseCommon Units | 5,000 | $20.19 | $100,953.50 |
DisclosureSEC source: 0000899243-18-028450 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,680 F1 · price: The price reported in column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $20.14 to $20.27, inclusive. The reporting person undertakes to provide to The Carlyle Group L.P., any security holder of The Carlyle Group L.P. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 01, 2018 Filed May 3, 2018 19:01 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-011387 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,680 F1 · shares: These securities are deferred restricted common unit awards granted under The Carlyle Group L.P. 2012 Equity Incentive Plan. These securities will vest on May 1, 2019, subject to Ms. Hill's continued service on the board of directors of Carlyle Group Management L.L.C., the general partner of The Carlyle Group L.P., on such vesting date. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:46 UTC | DEAN FOODS CO DF · Entity 153856 | GrantRestricted Stock Units · Derivative | 13,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016879 · doc4.xml · derivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,667 Underlying: Common Stock · 13,667 shares Expires not disclosed F1 · security: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement. F2 · security: RSUs convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. F3 · derivative.expiration_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 18:12 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Units · Derivative | 2,074 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014114 · doc4.xml · derivative · entry 4 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,074 Underlying: Common Stock · 2,074 shares Expires not disclosed 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 · security: RSUs convert into common stock on a one-for-one basis. F5 · security: These RSUs were awarded on 2/26/2016. The award vests annually, on a pro rata basis, over a 3-year period. F2 · shares: The Reporting Person received a total of 2,074 shares of Common Stock of the Issuer pursuant to the vesting of RSUs. F5 · derivative.exercise_date: These RSUs were awarded on 2/26/2016. The award vests annually, on a pro rata basis, over a 3-year period. F5 · derivative.expiration_date: These RSUs were awarded on 2/26/2016. The award vests annually, on a pro rata basis, over a 3-year period. F2 · derivative.underlying_shares: The Reporting Person received a total of 2,074 shares of Common Stock of the Issuer pursuant to the vesting of RSUs. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 18:12 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 2,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014114 · doc4.xml · nonDerivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,500 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 · shares: The Reporting Person received a total of 2,074 shares of Common Stock of the Issuer pursuant to the vesting of RSUs. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 18:12 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Units · Derivative | 2,168 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014114 · doc4.xml · derivative · entry 3 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,336 Underlying: Common Stock · 2,168 shares Expires not disclosed 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 · security: RSUs convert into common stock on a one-for-one basis. F4 · security: These RSUs were awarded on 2/24/2017. The award vests annually, on a pro rata basis, over a 3-year period. F1 · shares: The Reporting Person received a total of 2,168 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). F4 · derivative.exercise_date: These RSUs were awarded on 2/24/2017. The award vests annually, on a pro rata basis, over a 3-year period. F4 · derivative.expiration_date: These RSUs were awarded on 2/24/2017. The award vests annually, on a pro rata basis, over a 3-year period. F1 · derivative.underlying_shares: The Reporting Person received a total of 2,168 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 18:12 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 2,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014114 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,426 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 Reporting Person received a total of 2,168 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 20:11 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Unit · Derivative | 2,135 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011635 · doc4.xml · derivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,135 shares Expires not disclosed 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 · security: These RSUs were awarded on 2/16/2015. The award vests annually, on a pro rata basis, over a 3-year period. F3 · security: RSUs convert into common stock on a one-for-one basis. F1 · shares: The Reporting Person received a total of 2,135 shares of Common Stock of the Issuer pursuant to the vesting provisions in the award of restricted stock units (RSUs). F2 · derivative.exercise_date: These RSUs were awarded on 2/16/2015. The award vests annually, on a pro rata basis, over a 3-year period. F2 · derivative.expiration_date: These RSUs were awarded on 2/16/2015. The award vests annually, on a pro rata basis, over a 3-year period. F1 · derivative.underlying_shares: The Reporting Person received a total of 2,135 shares of Common Stock of the Issuer pursuant to the vesting provisions in the award of restricted stock units (RSUs). Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 20:11 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 2,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011635 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,258 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 Reporting Person received a total of 2,135 shares of Common Stock of the Issuer pursuant to the vesting provisions in the award of restricted stock units (RSUs). Read SEC document |
| January 23, 2018 Filed Feb 7, 2018 14:59 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | GrantStock Options · Derivative | 1,500 | $0.00 Strike: $19.25 | $0.00 |
DisclosureSEC source: 0001140361-18-005543 · doc1.xml · derivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2028-01-23 F2 · shares: Stock option vest in three equal annual installments commencing on January 23, 2019. F2 · derivative.underlying_shares: Stock option vest in three equal annual installments commencing on January 23, 2019. F2 · balance_after: Stock option vest in three equal annual installments commencing on January 23, 2019. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 12:35 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 1,300 | $15.11 | $19,641.70 |
DisclosureSEC source: 0001140361-17-034248 · doc1.xml · nonDerivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,980 Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 12:35 UTC | Esquire Financial Holdings, Inc. ESQ · Entity 4764 | PurchaseCommon Stock | 5,600 | $14.88 | $83,322.40 |
DisclosureSEC source: 0001140361-17-034248 · doc1.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,680 Read SEC document |
| May 01, 2017 Filed May 3, 2017 17:08 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Units | 5,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-011667 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,854 F1 · shares: These securities are deferred restricted common unit awards granted under The Carlyle Group L.P. 2012 Equity Incentive Plan. These securities will vest on May 1, 2018, subject to Ms. Hill's continued service on the board of directors of Carlyle Group Management L.L.C., the general partner of The Carlyle Group L.P., on such vesting date. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 19:00 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Unit (DU005849) · Derivative | 2,073 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015467 · doc4.xml · derivative · entry 3 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,148 Underlying: Common Stock · 2,073 shares Expires not disclosed 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 · security: RSUs convert into common stock on a one-for-one basis. F5 · security: These RSUs were awarded on 2/26/2016. The award vests annually, on a pro rata basis, over a 3-year period. F1 · shares: The Reporting Person received a total of 2,073 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). F5 · derivative.exercise_date: These RSUs were awarded on 2/26/2016. The award vests annually, on a pro rata basis, over a 3-year period. F5 · derivative.expiration_date: These RSUs were awarded on 2/26/2016. The award vests annually, on a pro rata basis, over a 3-year period. F1 · derivative.underlying_shares: The Reporting Person received a total of 2,073 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 19:00 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 2,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015467 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,123 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 Reporting Person received a total of 2,073 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 19:00 UTC | DEAN FOODS CO DF · Entity 153856 | GrantRestricted Stock Units · Derivative | 6,504 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015467 · doc4.xml · derivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,504 Underlying: Common Stock · 6,504 shares Expires not disclosed F2 · security: The Reporting Person received an award of RSUs, which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement. F3 · security: RSUs convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. F4 · derivative.expiration_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:49 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $5.90 | $0.00 |
DisclosureSEC source: 0001225208-17-004622 · doc4.xml · derivative · entry 3 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,000 shares Expires 2018-09-29 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 · security: With tandem dividend equivalent rights and tax withholding rights. F3 · derivative.exercise_date: The option vested in two equal installments on Sepctmber 29, 2009 and 2010. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:49 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 19,222 | $13.81 | $265,503.88 |
DisclosureSEC source: 0001225208-17-004622 · doc4.xml · nonDerivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,316 F1 · balance_after: The total number of shares of Common Stock owned by Ms. Hill increased by 25,778 shares as a result of the option exercise transaction reported on this Form 4. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:49 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 45,000 | $5.90 | $265,500.00 |
DisclosureSEC source: 0001225208-17-004622 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,538 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 |
| February 16, 2017 Filed Feb 21, 2017 18:27 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Unit (DU705705) · Derivative | 2,134 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012903 · doc4.xml · derivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,135 Underlying: Common Stock · 2,134 shares Expires not disclosed 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 · security: These RSUs were awarded on 2/16/2015. The award vests annually, on a pro rata basis, over a 3-year period. F3 · security: RSUs convert into common stock on a one-for-one basis. F1 · shares: The Reporting Person received a total of 2,134 shares of Common Stock of the Issuer pursuant to the vesting provisions in the award of restricted stock units (RSUs). F2 · derivative.exercise_date: These RSUs were awarded on 2/16/2015. The award vests annually, on a pro rata basis, over a 3-year period. F2 · derivative.expiration_date: These RSUs were awarded on 2/16/2015. The award vests annually, on a pro rata basis, over a 3-year period. F1 · derivative.underlying_shares: The Reporting Person received a total of 2,134 shares of Common Stock of the Issuer pursuant to the vesting provisions in the award of restricted stock units (RSUs). Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 18:27 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 2,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012903 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,050 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 Reporting Person received a total of 2,134 shares of Common Stock of the Issuer pursuant to the vesting provisions in the award of restricted stock units (RSUs). Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 18:43 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Unit (DU005778) · Derivative | 2,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011225 · doc4.xml · derivative · entry 2 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,827 shares Expires not disclosed 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 · security: These RSUs were awarded on 2/13/2014. The award vests annually, on a pro rata basis, over a 3-year period. F1 · shares: The Reporting Person received a total of 2,827 shares of Common Stock of the Issuer pursuant to the vesting provisions in the award of restricted stock units (RSUs). F2 · derivative.exercise_date: These RSUs were awarded on 2/13/2014. The award vests annually, on a pro rata basis, over a 3-year period. F2 · derivative.expiration_date: These RSUs were awarded on 2/13/2014. The award vests annually, on a pro rata basis, over a 3-year period. F1 · derivative.underlying_shares: The Reporting Person received a total of 2,827 shares of Common Stock of the Issuer pursuant to the vesting provisions in the award of restricted stock units (RSUs). Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 18:43 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 2,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011225 · doc4.xml · nonDerivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,916 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 Reporting Person received a total of 2,827 shares of Common Stock of the Issuer pursuant to the vesting provisions in the award of restricted stock units (RSUs). Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 21:05 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 0.2198 | $73.10 Strike: $0.00 | $16.07 |
DisclosureSEC source: 0000080661-03-000088 · f4forjmh1.xml · derivative · entry 1 HILL JANET · CIK 0001063545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643.0841 Underlying: Common · 0.2198 shares Expires 1988-08-08 F1 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F1 · derivative.expiration_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. 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.