Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORD MOTOR COF · Entity 1829 | Group Vice President | March 04, 2017 | March 07, 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.
FORD MOTOR CO
Report date March 04, 2017 · Filed March 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 271,292 |
Ending reported balance
After 2017-03-04 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-03-04 · Exercise / conversion · Acquired 10,293 · Balance 231,977 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Row 2 · 2017-03-04 · Exercise / conversion · Acquired 75,487 · Balance 307,464 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Row 3 · 2017-03-04 · Tax withholding · Disposed 36,172 · Balance 271,292 F2: These shares were withheld by the Company to cover my income tax liability relating to a grant to me of Common Stock under the Company's 2008 Long-Term Incentive Plan. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,605 |
Reported balance
After 2017-03-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-03-04 · Exercise / conversion · Disposed 10,293 · Balance 10,605 F3: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2015), 66% after two years, and in full after three years. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-03-04 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-03-04 · Exercise / conversion · Disposed 75,487 · Balance 0 F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. |
| Common Stock, $0.01 par valueSEC Table I · non-derivative | IndirectBy Company Plan | 70,773 |
Reported balance
Holding disclosure · report date 2017-03-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 70,773 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan.
F2: These shares were withheld by the Company to cover my income tax liability relating to a grant to me of Common Stock under the Company's 2008 Long-Term Incentive Plan.
F3: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2015), 66% after two years, and in full after three years.
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 |
|---|---|---|---|---|---|---|
| March 04, 2017 Filed Mar 7, 2017 22:43 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionFord Stock Units · Derivative | 75,487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018933 · doc4.xml · derivative · entry 6 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value · 75,487 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. F1 · derivative.exercise_price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · kind: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · derivative.exercise_date: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · derivative.expiration_date: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 22:43 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionFord Stock Units · Derivative | 10,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018933 · doc4.xml · derivative · entry 5 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,605 Underlying: Common Stock, $0.01 par value · 10,293 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 · derivative.exercise_price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2015), 66% after two years, and in full after three years. F3 · kind: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2015), 66% after two years, and in full after three years. F3 · price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2015), 66% after two years, and in full after three years. F3 · derivative.exercise_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2015), 66% after two years, and in full after three years. F3 · derivative.expiration_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2015), 66% after two years, and in full after three years. Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 22:43 UTC | FORD MOTOR CO F · Entity 1829 | Tax withholdingCommon Stock, $0.01 par value | 36,172 | $12.64 | $457,214.08 |
DisclosureSEC source: 0001209191-17-018933 · doc4.xml · nonDerivative · entry 3 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,292 F2 · kind: These shares were withheld by the Company to cover my income tax liability relating to a grant to me of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 22:43 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 75,487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018933 · doc4.xml · nonDerivative · entry 2 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,464 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: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 22:43 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 10,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018933 · doc4.xml · nonDerivative · entry 1 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,977 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: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:59 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionFord Stock Units · Derivative | 12,795 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018390 · doc4.xml · derivative · entry 4 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,979 Underlying: Common Stock, $0.01 par value · 12,795 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 · derivative.exercise_price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. F3 · kind: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. F3 · price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. F3 · derivative.exercise_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. F3 · derivative.expiration_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/03/2016), 66% after two years, and in full after three years. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:59 UTC | FORD MOTOR CO F · Entity 1829 | Tax withholdingCommon Stock, $0.01 par value | 5,396 | $12.64 | $68,205.44 |
DisclosureSEC source: 0001209191-17-018390 · doc4.xml · nonDerivative · entry 2 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,684 F2 · kind: These shares were withheld by the Company to cover my income tax liability relating to a grant to me of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:59 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 12,795 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018390 · doc4.xml · nonDerivative · entry 1 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,080 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: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. F1 · price: The reported transaction involved the conversion, without payment by me, of Ford Stock Units into shares of Common Stock under the Company's 2008 Long-Term Incentive Plan. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:59 UTC | FORD MOTOR CO F · Entity 1829 | GrantFord Stock Units · Derivative | 41,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018390 · doc4.xml · derivative · entry 5 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,469 Underlying: Common Stock, $0.01 par value · 41,469 shares Expires not disclosed F4 · derivative.exercise_price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · kind: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · price: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · derivative.exercise_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. F4 · derivative.expiration_date: These Ford Restricted Stock Units were acquired under the Company's 2008 Long-Term Incentive Plan without payment by me. These Ford Restricted Stock Units will be converted and distributed to me, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/02/2017), 66% after two years, and in full after three years. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 19:29 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 28,754 | Not disclosed Strike: $6.14 | Not disclosed |
DisclosureSEC source: 0001209191-17-012554 · doc4.xml · derivative · entry 6 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value · 28,754 shares Expires 2018-03-04 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_price: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2008), 66% after two years, and in full after three years. F3 · kind: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2008), 66% after two years, and in full after three years. F3 · price: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2008), 66% after two years, and in full after three years. F3 · derivative.exercise_date: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2008), 66% after two years, and in full after three years. F3 · derivative.expiration_date: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2008), 66% after two years, and in full after three years. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 19:29 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,344 | Not disclosed Strike: $7.55 | Not disclosed |
DisclosureSEC source: 0001209191-17-012554 · doc4.xml · derivative · entry 5 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value · 21,344 shares Expires 2017-03-04 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_price: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2007), 66% after two years, and in full after three years. F2 · kind: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2007), 66% after two years, and in full after three years. F2 · price: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2007), 66% after two years, and in full after three years. F2 · derivative.exercise_date: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2007), 66% after two years, and in full after three years. F2 · derivative.expiration_date: The option became exercisable to the extent of 33% of the shares optioned after one year from the date of grant (03/05/2007), 66% after two years, and in full after three years. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 19:29 UTC | FORD MOTOR CO F · Entity 1829 | SaleCommon Stock, $0.01 par value | 50,098 | $12.56 | $629,045.52 |
DisclosureSEC source: 0001209191-17-012554 · doc4.xml · nonDerivative · entry 3 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,285 F1 · price: The price shown is the weighted average sales price for the reported transaction. The range of prices at which common stock was sold for the reported transaction was $12.5400 to $12.5650. A breakdown of each transaction will be provided upon request. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 19:29 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 21,344 | $7.55 | $161,147.20 |
DisclosureSEC source: 0001209191-17-012554 · doc4.xml · nonDerivative · entry 2 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,383 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 17, 2017 Filed Feb 21, 2017 19:29 UTC | FORD MOTOR CO F · Entity 1829 | Exercise / conversionCommon Stock, $0.01 par value | 28,754 | $6.14 | $176,549.56 |
DisclosureSEC source: 0001209191-17-012554 · doc4.xml · nonDerivative · entry 1 Schoch David L. · CIK 0001562029 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,039 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.