Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CINCINNATI FINANCIAL CORPCINF · Entity 3175 | Director | February 14, 2017 | February 21, 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.
CINCINNATI FINANCIAL CORP
Report date February 14, 2017 · Filed February 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,234,294 |
Reported balance
After 2017-02-14 transaction · row 1
1 source rowRow 1 · 2017-02-14 · Gift · Disposed 14,250 · Balance 3,234,294 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,154 |
Reported balance
Holding disclosure · report date 2017-02-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,154 F1: The reported stock was acquired under the company's 401(k) plan. The reporting person may transfer the value of his shares into an alternative investment selection within the plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Charitable Lead Annuity Trust | 563,269 |
Reported balance
Holding disclosure · report date 2017-02-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 563,269 |
| Common StockSEC Table I · non-derivative | IndirectBy Schiff Agency | 124,249 |
Reported balance
Holding disclosure · report date 2017-02-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 124,249 |
| Common StockSEC Table I · non-derivative | IndirectBy Schiff Agency Pension Plan | 107,186 |
Reported balance
Holding disclosure · report date 2017-02-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 107,186 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 563,633 |
Reported balance
Holding disclosure · report date 2017-02-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 563,633 |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 18,084 |
Reported balance
Holding disclosure · report date 2017-02-14 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 18,084 F2: The reported phantom stock shares were acquired under the company's Top Hat Savings Plan, an "Excess Benefits Plan" within the meaning of Rule 16b-3(b)(2), and are to be settled upon the reporting person's retirement or other termination of service. The reporting person may transfer the value of his phantom stock shares into an alternative investment selection within the plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported stock was acquired under the company's 401(k) plan. The reporting person may transfer the value of his shares into an alternative investment selection within the plan.
F2: The reported phantom stock shares were acquired under the company's Top Hat Savings Plan, an "Excess Benefits Plan" within the meaning of Rule 16b-3(b)(2), and are to be settled upon the reporting person's retirement or other termination of service. The reporting person may transfer the value of his phantom stock shares into an alternative investment selection within the plan.
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 14, 2017 Filed Feb 21, 2017 20:13 UTC | CINCINNATI FINANCIAL CORP CINF · Entity 3175 | GiftCommon Stock | 14,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007330 · form4.xml · nonDerivative · entry 1 SCHIFF JOHN J JR · CIK 0001189891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,234,294 Read SEC document |
| January 17, 2017 Filed Jan 30, 2017 19:46 UTC | CINCINNATI FINANCIAL CORP CINF · Entity 3175 | GiftCommon Stock | 43,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002815 · form4.xml · nonDerivative · entry 1 SCHIFF JOHN J JR · CIK 0001189891 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Charitable Lead Annuity Trust Disclosed balance after: 563,269 F1 · shares: Shares are gifted quarterly from the Charitable Lead Annuity Trust. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 19:48 UTC | CINCINNATI FINANCIAL CORP CINF · Entity 3175 | GrantCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067159 · form4.xml · nonDerivative · entry 1 SCHIFF JOHN J JR · CIK 0001189891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,248,479 Read SEC document |
| October 27, 2016 Filed Nov 1, 2016 19:02 UTC | CINCINNATI FINANCIAL CORP CINF · Entity 3175 | GiftCommon Stock | 42,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065631 · form4.xml · nonDerivative · entry 1 SCHIFF JOHN J JR · CIK 0001189891 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Charitable Lead Annuity Trust Disclosed balance after: 606,941 F1 · shares: Shares are gifted quarterly from the Charitable Lead Annuity Trust. 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.