Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRSTENERGY CORPFE · Entity 3171 | Director | February 27, 2017 | March 01, 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.
FIRSTENERGY CORP
Report date February 27, 2017 · Filed March 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 60,495.346 |
Reported balance
After 2017-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-02-27 · Grant · Acquired 1,052 · Balance 60,495.346 F1: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2: 1 for 1 F3: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4: Includes phantom stock units acquired through dividend reinvestments. |
| Common StockSEC Table I · non-derivative | Direct | 3,352 |
Reported balance
Holding disclosure · report date 2017-02-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,352 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors.
F2: 1 for 1
F3: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock.
F4: Includes phantom stock units acquired through dividend reinvestments.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TFS Financial CORP
Report date February 23, 2017 · Filed February 23, 2017
Section 16 reporting ended · disclosed 2017-02-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,500 |
Reported balance
Holding disclosure · report date 2017-02-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 33,500 |
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 27, 2017 Filed Mar 1, 2017 19:49 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,052 | $32.06 | $33,727.12 |
DisclosureSEC source: 0001127602-17-009143 · form4.xml · derivative · entry 2 HEISLER ROBERT B JR · CIK 0001127147 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,495.346 Underlying: Common Stock · 1,052 shares Expires not disclosed F1 · security: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.expiration_date: This holding reflects phantom stock payable in cash or shares following conclusion of service as a director, in accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. Each share of phantom stock is the economic equivalent of one share of common stock. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. Read SEC document |
| December 10, 2016 Filed Dec 12, 2016 10:19 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-16-000282 · wf-form4_148155596031893.xml · derivative · entry 2 HEISLER ROBERT B JR · CIK 0001127147 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,200 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: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F2 · derivative.exercise_date: As reported on a Form 4 dated December 17, 2015, the reporting person received a grant of 2,200 Restricted Stock Units ("RSUs") on December 17, 2015, which vest 100% on December 10, 2016. F2 · derivative.expiration_date: As reported on a Form 4 dated December 17, 2015, the reporting person received a grant of 2,200 Restricted Stock Units ("RSUs") on December 17, 2015, which vest 100% on December 10, 2016. Read SEC document |
| December 10, 2016 Filed Dec 12, 2016 10:19 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-16-000282 · wf-form4_148155596031893.xml · nonDerivative · entry 1 HEISLER ROBERT B JR · CIK 0001127147 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,500 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. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 13:45 UTC | FIRSTENERGY CORP FE · Entity 3171 | GrantPhantom Stock Units · Derivative | 1,001 | $33.70 | $33,733.70 |
DisclosureSEC source: 0001127602-16-066760 · form4.xml · derivative · entry 1 HEISLER ROBERT B JR · CIK 0001127147 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,772.238 Underlying: Common Stock · 1,001 shares Expires not disclosed F1 · security: Represents shares paid quarterly for director compensation under the FirstEnergy Corp. 2015 Incentive Compensation Plan and deferred pursuant to the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F2 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: In accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F3 · derivative.expiration_date: In accordance with the terms and conditions of the FirstEnergy Corp. Deferred Compensation Plan for Outside Directors. F4 · balance_after: Includes phantom stock units acquired through dividend reinvestments. 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.