Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCGRATH RENTCORPMGRC · Entity 4295 | SVP and CAO | March 02, 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.
MCGRATH RENTCORP
Report date March 02, 2017 · Filed March 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-03-02 | Direct | 2,700 |
Reported balance
After 2017-03-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-03-02 · Grant · Acquired 2,700 · Balance 2,700 F1: The RSUs are subject to a performance based vesting component at the end of a three-year performance period. F2: Unless earlier forfeited under the terms of the performance based RSU, each RSU vests and converts into no less than 10% and no more than 200% of one share of McGrath RentCorp common stock. The RSUs vest 60% at the end of the three-year performance period if the performance goal is satisfied; then 20% vests each anniversary thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-03-03 | Direct | 0 |
Reported balance
After 2017-03-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-03-03 · Other · Disposed 2,600 · Balance 0 F4: Forfeiture of performance based RSUs awarded on 3/3/2014. F1: The RSUs are subject to a performance based vesting component at the end of a three-year performance period. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $34.57 · Expires 2024-03-02 | Direct | 15,000 |
Reported balance
After 2017-03-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-02 · Grant · Acquired 15,000 · Balance 15,000 F3: 20% vests on first anniversary of grant date; 5% vests each anniversary quarter thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The RSUs are subject to a performance based vesting component at the end of a three-year performance period.
F2: Unless earlier forfeited under the terms of the performance based RSU, each RSU vests and converts into no less than 10% and no more than 200% of one share of McGrath RentCorp common stock. The RSUs vest 60% at the end of the three-year performance period if the performance goal is satisfied; then 20% vests each anniversary thereafter.
F3: 20% vests on first anniversary of grant date; 5% vests each anniversary quarter thereafter.
F4: Forfeiture of performance based RSUs awarded on 3/3/2014.
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 03, 2017 Filed Mar 7, 2017 00:49 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | OtherRestricted Stock Units · Derivative | 2,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001225 · form.xml · derivative · entry 3 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,600 shares Expires 2021-03-03 F4 · kind: Forfeiture of performance based RSUs awarded on 3/3/2014. F1 · derivative.exercise_date: The RSUs are subject to a performance based vesting component at the end of a three-year performance period. Read SEC document |
| March 02, 2017 Filed Mar 7, 2017 00:49 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | GrantStock Appreciation Right · Derivative | 15,000 | $0.00 Strike: $34.57 | $0.00 |
DisclosureSEC source: 0001246360-17-001225 · form.xml · derivative · entry 2 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2024-03-02 F3 · derivative.exercise_date: 20% vests on first anniversary of grant date; 5% vests each anniversary quarter thereafter. Read SEC document |
| March 02, 2017 Filed Mar 7, 2017 00:49 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | GrantRestricted Stock Units · Derivative | 2,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001225 · form.xml · derivative · entry 1 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 Underlying: Common Stock · 2,700 shares Expires 2024-03-02 F1 · security: The RSUs are subject to a performance based vesting component at the end of a three-year performance period. F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the performance based RSU, each RSU vests and converts into no less than 10% and no more than 200% of one share of McGrath RentCorp common stock. The RSUs vest 60% at the end of the three-year performance period if the performance goal is satisfied; then 20% vests each anniversary thereafter. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 22:28 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | SaleCommon Stock | 8,000 | $39.00 | $312,000.00 |
DisclosureSEC source: 0001246360-16-007470 · form.xml · nonDerivative · entry 1 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,419 Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionStock Appreciation Right · Derivative | 6,675 | $0.00 Strike: $28.90 | $0.00 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · derivative · entry 12 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,225 Underlying: Common Stock · 6,675 shares Expires 2020-02-25 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 |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionStock Appreciation Right · Derivative | 3,780 | $0.00 Strike: $31.99 | $0.00 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · derivative · entry 11 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,820 Underlying: Common Stock · 3,780 shares Expires 2022-03-02 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 |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionStock Appreciation Right · Derivative | 4,650 | $0.00 Strike: $32.64 | $0.00 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · derivative · entry 10 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,650 Underlying: Common Stock · 4,650 shares Expires 2021-03-03 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 |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionStock Appreciation Right · Derivative | 6,930 | $0.00 Strike: $31.35 | $0.00 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · derivative · entry 9 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 770 Underlying: Common Stock · 6,930 shares Expires 2019-03-02 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 |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionStock Appreciation Right · Derivative | 8,300 | $0.00 Strike: $27.99 | $0.00 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · derivative · entry 8 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,300 shares Expires 2018-02-25 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 |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Disposition to issuerCommon Stock | 24,788 | $36.92 | $915,172.96 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · nonDerivative · entry 7 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,419 Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Tax withholdingCommon Stock | 2,086 | $36.92 | $77,015.12 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · nonDerivative · entry 6 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,207 Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionCommon Stock | 6,675 | $28.90 | $192,907.50 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · nonDerivative · entry 5 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,293 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 |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionCommon Stock | 3,780 | $31.99 | $120,922.20 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · nonDerivative · entry 4 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,618 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 |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionCommon Stock | 4,650 | $32.64 | $151,776.00 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · nonDerivative · entry 3 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,838 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 |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionCommon Stock | 6,930 | $31.35 | $217,255.50 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · nonDerivative · entry 2 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,188 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 |
| December 01, 2016 Filed Dec 5, 2016 22:07 UTC | MCGRATH RENTCORP MGRC · Entity 4295 | Exercise / conversionCommon Stock | 8,300 | $27.99 | $232,317.00 |
DisclosureSEC source: 0001246360-16-007277 · form.xml · nonDerivative · entry 1 ROSE RANDLE F · CIK 0001226136 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,258 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. 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.