Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ONEOK INC /NEW/OKE · Entity 3002 | SR VP & GENERAL COUNSEL | February 22, 2017 | February 24, 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.
ONEOK INC /NEW/
Report date February 22, 2017 · Filed February 24, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PSU 2017SEC Table II · derivative / convertible security | Direct | 11,200 |
Reported balance
After 2017-02-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-02-22 · Grant · Acquired 11,200 · Balance 11,200 F1: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 22, 2020, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit and dividend equivalent. |
| RSU 2017SEC Table II · derivative / convertible security | Direct | 2,800 |
Reported balance
After 2017-02-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-02-22 · Grant · Acquired 2,800 · Balance 2,800 F2: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vests on February 22, 2020. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit and dividend equivalent. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 22, 2020, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit and dividend equivalent.
F2: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vests on February 22, 2020. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit and dividend equivalent.
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 22, 2017 Filed Feb 24, 2017 19:09 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantRSU 2017 · Derivative | 2,800 | $53.52 | $149,856.00 |
DisclosureSEC source: 0001539373-17-000004 · edgardoc.xml · derivative · entry 2 LAKE STEPHEN WILLIAM · CIK 0001539373 · SR VP & GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock, par value $.0.01 · 2,800 shares Expires not disclosed F2 · derivative.exercise_price: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vests on February 22, 2020. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit and dividend equivalent. F2 · derivative.exercise_date: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vests on February 22, 2020. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit and dividend equivalent. F2 · derivative.expiration_date: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vests on February 22, 2020. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit and dividend equivalent. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 19:09 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantPSU 2017 · Derivative | 11,200 | $53.52 | $599,424.00 |
DisclosureSEC source: 0001539373-17-000004 · edgardoc.xml · derivative · entry 1 LAKE STEPHEN WILLIAM · CIK 0001539373 · SR VP & GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,200 Underlying: Common Stock, par value $.0.01 · 11,200 shares Expires not disclosed F1 · derivative.exercise_price: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 22, 2020, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit and dividend equivalent. F1 · derivative.exercise_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 22, 2020, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit and dividend equivalent. F1 · derivative.expiration_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 22, 2020, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit and dividend equivalent. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 23:52 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionRSU 2014 · Derivative | 2,947.6371 | $53.65 | $158,140.73 |
DisclosureSEC source: 0001539373-17-000002 · edgardoc.xml · derivative · entry 6 LAKE STEPHEN WILLIAM · CIK 0001539373 · SR VP & GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $.0.01 · 2,947.6371 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. F2 · derivative.exercise_price: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vested on February 19, 2017. During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the same time the shares underlying the vested units were issued. One share of the Issuer's common stock is paid out for each vested restricted unit. F2 · derivative.exercise_date: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vested on February 19, 2017. During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the same time the shares underlying the vested units were issued. One share of the Issuer's common stock is paid out for each vested restricted unit. F2 · derivative.expiration_date: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vested on February 19, 2017. During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the same time the shares underlying the vested units were issued. One share of the Issuer's common stock is paid out for each vested restricted unit. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 23:52 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionPSU 2014 · Derivative | 10,375.3648 | $53.65 | $556,638.32 |
DisclosureSEC source: 0001539373-17-000002 · edgardoc.xml · derivative · entry 5 LAKE STEPHEN WILLIAM · CIK 0001539373 · SR VP & GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $.0.01 · 10,375.3648 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: Performance units awarded under the Issuer's Equity Compensation Plan. The award, including dividend equivalents, vested on February 19, 2017, at the 80th percentile for the Issuer's total stockholder return compared to total stockholder return of a selected peer group, resulting in the reported shares being issued to the reporting person. One share of the Issuer's common stock is paid out for each vested performance unit. F1 · derivative.exercise_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award, including dividend equivalents, vested on February 19, 2017, at the 80th percentile for the Issuer's total stockholder return compared to total stockholder return of a selected peer group, resulting in the reported shares being issued to the reporting person. One share of the Issuer's common stock is paid out for each vested performance unit. F1 · derivative.expiration_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award, including dividend equivalents, vested on February 19, 2017, at the 80th percentile for the Issuer's total stockholder return compared to total stockholder return of a selected peer group, resulting in the reported shares being issued to the reporting person. One share of the Issuer's common stock is paid out for each vested performance unit. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 23:52 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Tax withholdingCommon Stock, par value $.0.01 | 3,897.292 | $53.65 | $209,089.72 |
DisclosureSEC source: 0001539373-17-000002 · edgardoc.xml · nonDerivative · entry 4 LAKE STEPHEN WILLIAM · CIK 0001539373 · SR VP & GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,883.3388 Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 23:52 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionCommon Stock, par value $.0.01 | 8,300.292 | $53.65 | $445,310.67 |
DisclosureSEC source: 0001539373-17-000002 · edgardoc.xml · nonDerivative · entry 3 LAKE STEPHEN WILLIAM · CIK 0001539373 · SR VP & GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,780.6308 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 19, 2017 Filed Feb 22, 2017 23:52 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Tax withholdingCommon Stock, par value $.0.01 | 1,442.6371 | $53.65 | $77,397.48 |
DisclosureSEC source: 0001539373-17-000002 · edgardoc.xml · nonDerivative · entry 2 LAKE STEPHEN WILLIAM · CIK 0001539373 · SR VP & GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,480.3388 Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 23:52 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionCommon Stock, par value $.0.01 | 2,947.6371 | $53.65 | $158,140.73 |
DisclosureSEC source: 0001539373-17-000002 · edgardoc.xml · nonDerivative · entry 1 LAKE STEPHEN WILLIAM · CIK 0001539373 · SR VP & GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,922.9759 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.