Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQUIFAX INCEFX · Entity 3235 | Director · Chairman and CEO | February 28, 2017 | March 02, 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.
EQUIFAX INC
Report date February 28, 2017 · Filed March 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 184,735 |
Reported balance
After 2017-02-28 transaction · row 1
1 source rowRow 1 · 2017-02-28 · Sale · Disposed 74,346 · Balance 184,735 F1: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $130.745 to $131.40, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 391 |
Reported balance
Holding disclosure · report date 2017-02-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 391 |
| Common StockSEC Table I · non-derivative | IndirectFamily LLLP | 100,000 |
Reported balance
Holding disclosure · report date 2017-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 100,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $130.745 to $131.40, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
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 |
|---|---|---|---|---|---|---|
| February 28, 2017 Filed Mar 2, 2017 20:59 UTC | EQUIFAX INC EFX · Entity 3235 | SaleCommon Stock | 74,346 | $131.04 | $9,742,076.80 |
DisclosureSEC source: 0001225208-17-005279 · doc4.xml · nonDerivative · entry 1 Smith Richard F · CIK 0001338352 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,735 F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $130.745 to $131.40, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:11 UTC | EQUIFAX INC EFX · Entity 3235 | Tax withholdingCommon Stock | 68,492 | $129.36 | $8,860,125.12 |
DisclosureSEC source: 0001225208-17-004321 · doc4.xml · nonDerivative · entry 2 Smith Richard F · CIK 0001338352 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,081 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:11 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 107,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004321 · doc4.xml · nonDerivative · entry 1 Smith Richard F · CIK 0001338352 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,573 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 11:02 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 62,497 | $0.00 Strike: $129.93 | $0.00 |
DisclosureSEC source: 0001225208-17-003818 · doc4.xml · derivative · entry 4 Smith Richard F · CIK 0001338352 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,497 Underlying: Common Stock · 62,497 shares Expires 2027-02-16 F2 · derivative.exercise_date: The option vests in three equal annual increments beginning 2/16/2018. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 11:02 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003818 · doc4.xml · nonDerivative · entry 1 Smith Richard F · CIK 0001338352 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,421 F1 · security: Award of restricted stock units. The stock vests 100% on 2/16/2020. 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.