Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HARLEY-DAVIDSON, INC.HOG · Entity 810 | Director | December 31, 2016 | February 13, 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.
HARLEY-DAVIDSON, INC.
Report date December 31, 2016 · Filed February 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,217.316 |
Reported balance
After 2016-12-14 transaction · row 1
1 source rowRow 1 · 2016-12-14 · Gift · Disposed 165 · Balance 10,217.316 |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Partnership | 8,000 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,000 |
| Post-2014 Share UnitSEC Table II · derivative / convertible security | Direct | 2,640.401 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,640.401 F1: Granted pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended F2: 1-for-1 F3: Each Deferred Stock Unit is the equivalent of one share of common stock. The shares are payable on the one year anniversary of the grant date or upon the earlier termination as service as a director. F4: Includes additional Share Units credited to the reporting person pursuant to dividend reinvestment provisions of the Harley-Davidson, Inc. Director Stock Plan. |
| Share UnitsSEC Table II · derivative / convertible security | Direct | 17,111.187 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 17,111.187 F1: Granted pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended F2: 1-for-1 F5: Share units are payable in issuer's common stock following termination of service as a director & are subject to earlier payment pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended (share units payable in cash in limited circumstances according to the Plan) F4: Includes additional Share Units credited to the reporting person pursuant to dividend reinvestment provisions of the Harley-Davidson, Inc. Director Stock Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended
F2: 1-for-1
F3: Each Deferred Stock Unit is the equivalent of one share of common stock. The shares are payable on the one year anniversary of the grant date or upon the earlier termination as service as a director.
F4: Includes additional Share Units credited to the reporting person pursuant to dividend reinvestment provisions of the Harley-Davidson, Inc. Director Stock Plan.
F5: Share units are payable in issuer's common stock following termination of service as a director & are subject to earlier payment pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended (share units payable in cash in limited circumstances according to 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 |
|---|---|---|---|---|---|---|
| December 14, 2016 Filed Feb 13, 2017 23:09 UTC | HARLEY-DAVIDSON, INC. HOG · Entity 810 | GiftCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003019 · doc5.xml · nonDerivative · entry 1 NORLING JAMES A · CIK 0001243063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,217.316 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.