Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cencora, Inc.ABC · Entity 2994 | Executive Vice President | November 09, 2016 | November 14, 2016 |
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.
Cencora, Inc.
Report date November 09, 2016 · Filed November 14, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,584 |
Reported balance
After 2016-11-11 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2016-11-11 · Grant · Acquired 11,389 · Balance 45,584 F1: Shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units. |
| Common StockSEC Table I · non-derivative | Direct | 35,640 |
Reported balance
After 2016-11-11 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2016-11-11 · Tax withholding · Disposed 3,115 · Balance 35,640 |
| Common StockSEC Table I · non-derivative | Direct | 34,195 |
Reported balance
After 2016-11-11 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2016-11-11 · Tax withholding · Disposed 1,445 · Balance 34,195 |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $75.61 · Expires 2016-11-14 | Direct | 53,137 |
Reported balance
After 2016-11-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-11-09 · Grant · Acquired 53,137 · Balance 53,137 F2: Exercisable in four equal annual installments on 11/9/17, 11/9/18, 11/9/19 and 11/9/20 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-11-09 | Direct | 4,761 |
Reported balance
After 2016-11-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-11-09 · Grant · Acquired 4,761 · Balance 4,761 F3: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units.
F2: Exercisable in four equal annual installments on 11/9/17, 11/9/18, 11/9/19 and 11/9/20
F3: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant for no consideration.
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 |
|---|---|---|---|---|---|---|
| November 11, 2016 Filed Nov 14, 2016 22:51 UTC | Cencora, Inc. ABC · Entity 2994 | Tax withholdingCommon Stock | 1,445 | $78.92 | $114,039.40 |
DisclosureSEC source: 0001127602-16-067028 · form4.xml · nonDerivative · entry 3 Frary James · CIK 0001501857 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,195 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 22:51 UTC | Cencora, Inc. ABC · Entity 2994 | Tax withholdingCommon Stock | 3,115 | $80.78 | $251,629.70 |
DisclosureSEC source: 0001127602-16-067028 · form4.xml · nonDerivative · entry 2 Frary James · CIK 0001501857 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,640 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 22:51 UTC | Cencora, Inc. ABC · Entity 2994 | GrantCommon Stock | 11,389 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-067028 · form4.xml · nonDerivative · entry 1 Frary James · CIK 0001501857 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,584 F1 · price: Shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 22:51 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 4,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067028 · form4.xml · derivative · entry 5 Frary James · CIK 0001501857 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,761 Underlying: Common Stock · 4,761 shares Expires 2023-11-09 F3 · derivative.exercise_price: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant for no consideration. F3 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant for no consideration. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 22:51 UTC | Cencora, Inc. ABC · Entity 2994 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 53,137 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC source: 0001127602-16-067028 · form4.xml · derivative · entry 4 Frary James · CIK 0001501857 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,137 Underlying: Common Stock · 53,137 shares Expires 2016-11-14 F2 · derivative.exercise_date: Exercisable in four equal annual installments on 11/9/17, 11/9/18, 11/9/19 and 11/9/20 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.