Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| General Motors CoGM · Entity 2958 | Director | December 31, 2016 | January 05, 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.
General Motors Co
Report date December 31, 2016 · Filed January 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,292 |
Reported balance
After 2016-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-12-31 · Grant · Acquired 5,985 · Balance 14,292 F1: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is converted to DSUs based on the average closing price of the Common Stock for the previous calendar year, which was $31.33. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. |
| Deferred Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,872 |
Reported balance
After 2016-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-12-31 · Grant · Acquired 580 · Balance 14,872 F2: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is converted to DSUs based on the average closing price of the Common Stock for the previous calendar year, which was $31.33. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment.
F2: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year.
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 31, 2016 Filed Jan 5, 2017 00:18 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units · Derivative | 580 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000019 · wf-form4_148357551696531.xml · derivative · entry 2 Ashton Joseph J · CIK 0001615224 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,872 Underlying: Common Stock · 580 shares Expires not disclosed F2 · security: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. F2 · derivative.exercise_price: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. F2 · derivative.exercise_date: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. F2 · derivative.expiration_date: Pursuant to the Plan, dividends on the DSUs are credited in DSUs at the end of year. Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:18 UTC | General Motors Co GM · Entity 2958 | GrantDeferred Share Units · Derivative | 5,985 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001467858-17-000019 · wf-form4_148357551696531.xml · derivative · entry 1 Ashton Joseph J · CIK 0001615224 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,292 Underlying: Common Stock · 5,985 shares Expires not disclosed F1 · security: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is converted to DSUs based on the average closing price of the Common Stock for the previous calendar year, which was $31.33. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. F1 · derivative.exercise_price: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is converted to DSUs based on the average closing price of the Common Stock for the previous calendar year, which was $31.33. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. F1 · price: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is converted to DSUs based on the average closing price of the Common Stock for the previous calendar year, which was $31.33. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. F1 · derivative.exercise_date: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is converted to DSUs based on the average closing price of the Common Stock for the previous calendar year, which was $31.33. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. F1 · derivative.expiration_date: Deferred share units of the Company's Common Stock ("DSUs") were awarded on December 31, 2016 pursuant to the General Motors Company Deferred Compensation Plan (the "Plan") for Non-Employee Directors. Each non-employee director is required to defer one-half of the $250,000 annual retainer fee for service on the Board of Directors into DSUs and may elect to defer more. The retainer fee is converted to DSUs based on the average closing price of the Common Stock for the previous calendar year, which was $31.33. Amounts credited as DSUs will be paid in cash after the director leaves the Board, valued at the average daily closing price of the Common Stock for the quarter immediately preceding payment. 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.