Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Weatherford International plcWFT · Entity 3720 | EVP, Pres.-Product Lines & CTO | November 06, 2016 | January 26, 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.
Weatherford International plc
Report date November 06, 2016 · Filed January 26, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 830,588 |
Ending reported balance
After 2017-01-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-06 · Tax withholding · Disposed 49,121 · Balance 489,679 F1: Transaction was a withholding of a portion of vested restricted share units to satisfy the reporting person's tax withholding obligations upon vesting, pursuant to the award agreement and associated equity incentive plan under which the award was granted. Row 2 · 2017-01-24 · Grant · Acquired 340,909 · Balance 830,588 F2: Transaction was a grant of restricted share units and therefore has no price. Units are scheduled to vest in equal increments on each of January 24, 2018, 2019 and 2020. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 340,909 |
Reported balance
After 2017-01-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-01-24 · Grant · Acquired 340,909 · Balance 340,909 F3: Performance units are scheduled to vest in equal increments on each of January 24, 2018, 2019 and 2020. Each performance unit represents a contingent right to receive 0 to 2 shares, based on the achievement of specified increases in share price at the end of each of the 2017-2019 performance periods. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction was a withholding of a portion of vested restricted share units to satisfy the reporting person's tax withholding obligations upon vesting, pursuant to the award agreement and associated equity incentive plan under which the award was granted.
F2: Transaction was a grant of restricted share units and therefore has no price. Units are scheduled to vest in equal increments on each of January 24, 2018, 2019 and 2020.
F3: Performance units are scheduled to vest in equal increments on each of January 24, 2018, 2019 and 2020. Each performance unit represents a contingent right to receive 0 to 2 shares, based on the achievement of specified increases in share price at the end of each of the 2017-2019 performance periods.
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 |
|---|---|---|---|---|---|---|
| January 24, 2017 Filed Jan 26, 2017 16:44 UTC | Weatherford International plc WFT · Entity 3720 | GrantPerformance Units · Derivative | 340,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001603923-17-000039 · wf-form4_148546708252519.xml · derivative · entry 3 Ruscev Mario · CIK 0001423042 · EVP, Pres.-Product Lines & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,909 Underlying: Ordinary Shares · Not disclosed shares Expires not disclosed F3 · derivative.exercise_price: Performance units are scheduled to vest in equal increments on each of January 24, 2018, 2019 and 2020. Each performance unit represents a contingent right to receive 0 to 2 shares, based on the achievement of specified increases in share price at the end of each of the 2017-2019 performance periods. F3 · derivative.exercise_date: Performance units are scheduled to vest in equal increments on each of January 24, 2018, 2019 and 2020. Each performance unit represents a contingent right to receive 0 to 2 shares, based on the achievement of specified increases in share price at the end of each of the 2017-2019 performance periods. F3 · derivative.expiration_date: Performance units are scheduled to vest in equal increments on each of January 24, 2018, 2019 and 2020. Each performance unit represents a contingent right to receive 0 to 2 shares, based on the achievement of specified increases in share price at the end of each of the 2017-2019 performance periods. F3 · derivative.underlying_shares: Performance units are scheduled to vest in equal increments on each of January 24, 2018, 2019 and 2020. Each performance unit represents a contingent right to receive 0 to 2 shares, based on the achievement of specified increases in share price at the end of each of the 2017-2019 performance periods. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 16:44 UTC | Weatherford International plc WFT · Entity 3720 | GrantOrdinary Shares | 340,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001603923-17-000039 · wf-form4_148546708252519.xml · nonDerivative · entry 2 Ruscev Mario · CIK 0001423042 · EVP, Pres.-Product Lines & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830,588 F2 · price: Transaction was a grant of restricted share units and therefore has no price. Units are scheduled to vest in equal increments on each of January 24, 2018, 2019 and 2020. Read SEC document |
| November 06, 2016 Filed Jan 26, 2017 16:44 UTC | Weatherford International plc WFT · Entity 3720 | Tax withholdingOrdinary Shares | 49,121 | $3.85 | $189,115.85 |
DisclosureSEC source: 0001603923-17-000039 · wf-form4_148546708252519.xml · nonDerivative · entry 1 Ruscev Mario · CIK 0001423042 · EVP, Pres.-Product Lines & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489,679 F1 · kind: Transaction was a withholding of a portion of vested restricted share units to satisfy the reporting person's tax withholding obligations upon vesting, pursuant to the award agreement and associated equity incentive plan under which the award was granted. 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.