Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KELLY SERVICES INCKELYA · Entity 5372 | Director | February 21, 2017 | February 22, 2017 |
| VIVMARK RESIDENTIALEQR · Entity 499 | 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.
KELLY SERVICES INC
Report date February 21, 2017 · Filed February 22, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, Par Value $1SEC Table I · non-derivative | Direct | 15,296 |
Reported balance
After 2017-02-21 transaction · row 1
1 source rowRow 1 · 2017-02-21 · Sale · Disposed 6,794 · Balance 15,296 F1: 6,794 shares were sold at an average price of $21.7645 per share. Seventy-three individual trades were executed at prices ranging from $21.72 per share to $21.79 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: 6,794 shares were sold at an average price of $21.7645 per share. Seventy-three individual trades were executed at prices ranging from $21.72 per share to $21.79 per share.
VIVMARK RESIDENTIAL
Report date February 27, 2017 · Filed March 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 7,978 |
Last balance in matching sequence
After 2017-02-27 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2017-02-27 · Exercise / conversion · Acquired 5,700 · Balance 13,678 F1: Direct total includes restricted shares of the Company scheduled to vest in the future. Row 2 · 2017-02-27 · Sale · Disposed 5,700 · Balance 7,978 F2: The price represents the weighted average price of the shares sold. The shares were sold within a range of $63.39 to $63.57. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1: Direct total includes restricted shares of the Company scheduled to vest in the future. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.10 · Expires 2020-02-05 | Direct | 1,423 |
Reported balance
After 2017-02-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-02-27 · Exercise / conversion · Disposed 5,700 · Balance 1,423 F4: Represents options which vested in approximately three equal installments on February 5, 2011, February 5, 2012 and February 5, 2013 (for prospective service from the June 2010 annual meeting to the June 2011 annual meeting). |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 25,796 |
Reported balance
Holding disclosure · report date 2017-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 25,796 F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct total includes restricted shares of the Company scheduled to vest in the future.
F2: The price represents the weighted average price of the shares sold. The shares were sold within a range of $63.39 to $63.57. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price.
F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares.
F4: Represents options which vested in approximately three equal installments on February 5, 2011, February 5, 2012 and February 5, 2013 (for prospective service from the June 2010 annual meeting to the June 2011 annual meeting).
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 21:07 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,700 | $0.00 Strike: $28.10 | $0.00 |
DisclosureSEC source: 0001127602-17-009236 · form4.xml · derivative · entry 4 WHITE B JOSEPH · CIK 0001193701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,423 Underlying: Common Shares Of Beneficial Interest · 5,700 shares Expires 2020-02-05 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. F4 · derivative.exercise_date: Represents options which vested in approximately three equal installments on February 5, 2011, February 5, 2012 and February 5, 2013 (for prospective service from the June 2010 annual meeting to the June 2011 annual meeting). Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 21:07 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 5,700 | $63.47 | $361,756.20 |
DisclosureSEC source: 0001127602-17-009236 · form4.xml · nonDerivative · entry 2 WHITE B JOSEPH · CIK 0001193701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,978 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $63.39 to $63.57. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 21:07 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 5,700 | $28.10 | $160,170.00 |
DisclosureSEC source: 0001127602-17-009236 · form4.xml · nonDerivative · entry 1 WHITE B JOSEPH · CIK 0001193701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,678 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 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 20:11 UTC | KELLY SERVICES INC KELYA · Entity 5372 | SaleClass A Common Stock, Par Value $1 | 6,794 | $21.76 | $147,868.01 |
DisclosureSEC source: 0001127602-17-007634 · form4.xml · nonDerivative · entry 1 WHITE B JOSEPH · CIK 0001193701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,296 F1 · price: 6,794 shares were sold at an average price of $21.7645 per share. Seventy-three individual trades were executed at prices ranging from $21.72 per share to $21.79 per share. Read SEC document |
| September 28, 2016 Filed Sep 29, 2016 20:14 UTC | KELLY SERVICES INC KELYA · Entity 5372 | SaleClass A Common Stock, Par Value $1 | 7,899 | $19.11 | $150,975.96 |
DisclosureSEC source: 0001127602-16-063417 · form4.xml · nonDerivative · entry 1 WHITE B JOSEPH · CIK 0001193701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,090 F1 · price: 7,899 shares were sold at an average price of $19.1133 per share. Twenty individual trades were executed at prices ranging from $19.01 per share to $19.165 per share. 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.