Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASTRONICS CORPATRO · Entity 4200 | Director | May 31, 2022 | May 31, 2022 |
| Air Products & Chemicals, Inc.APD · Entity 2983 | Director | September 30, 2026 | October 01, 2026 |
| BORGWARNER INCBWA · Entity 3425 | EVP, CAO, Gen Counsel & Sec | August 24, 2026 | August 25, 2026 |
| PHINIA INC.PHIN · Entity 4362 | Director | June 13, 2023 | June 13, 2023 |
| W. P. Carey Inc.WPC · Entity 3333 | Director | July 01, 2026 | July 02, 2026 |
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.
ASTRONICS CORP
Report date May 31, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.01 PV Com StkSEC Table I · non-derivative | Direct | 15,730 |
Reported balance
After 2022-05-31 transaction · row 1
1 source rowRow 1 · 2022-05-31 · Exercise / conversion · Acquired 3,380 · Balance 15,730 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-31 · Exercise / conversion · Disposed 3,380 · Balance 0 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2: These restricted stock units are scheduled to vest 100% on May 23, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
F2: These restricted stock units are scheduled to vest 100% on May 23, 2022.
Air Products & Chemicals, Inc.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,132.3449 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 20.1763 · Balance 3,132.3449 F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2: Not applicable to this security F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan.
F2: Not applicable to this security
F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance.
BORGWARNER INC
Report date August 24, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,831 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Sale · Disposed 22,000 · Balance 73,831 F1: The price in Column 4 is a weighted average price. The actual prices received ranged from $65.86 to $66.65. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. The actual prices received ranged from $65.86 to $66.65. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price.
PHINIA INC.
Report date June 13, 2023 · Filed June 13, 2023
This filing explicitly reported no securities owned.
W. P. Carey Inc.
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,096 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 2,824 · Balance 17,096 F1: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| June 30, 2023 Filed Jul 5, 2023 14:32 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 6.5588 | $294.75 Strike: $0.00 | $1,933.21 |
DisclosureSEC source: 0001225208-23-007159 · doc4.xml · derivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,111.2546 Underlying: Common Stock · 6.5588 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 13:19 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 20,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005116 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,605.02 F1 · shares: The shares will vest 50% on February 28, 2025 and 100% on February 28, 2026. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 18:30 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 6.361 | $279.72 Strike: $0.00 | $1,779.30 |
DisclosureSEC source: 0001225208-23-004352 · doc4.xml · derivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,104.6958 Underlying: Common Stock · 6.361 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security. F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 21:14 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 6,889 | $50.87 | $350,447.56 |
DisclosureSEC source: 0001225208-23-003515 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,105.02 F1 · price: The price in Column 4 is a weighted average price. The actual prices received ranged from $50.86 to $50.89. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:01 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 3,635 | $50.28 | $182,767.80 |
DisclosureSEC source: 0001225208-23-003108 · doc4.xml · nonDerivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,994.02 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:01 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 2,246 | $50.28 | $112,928.88 |
DisclosureSEC source: 0001225208-23-003108 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,629.02 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 13, 2023 Filed Feb 14, 2023 15:58 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 14,026 | $49.59 | $695,554.95 |
DisclosureSEC source: 0001225208-23-001826 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,875.02 F1 · price: The price in Column 4 is a weighted average price. The actual prices received ranged from $49.59 to $49.60. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 20:56 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 14,026 | $46.63 | $654,032.38 |
DisclosureSEC source: 0001225208-23-001641 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,901.02 F1 · shares: Each performance share represented a contingent right to receive one share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| January 26, 2023 Filed Jan 27, 2023 17:06 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 512.7383 | $312.05 Strike: $0.00 | $159,999.99 |
DisclosureSEC source: 0001225208-23-000972 · doc4.xml · derivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,098.3348 Underlying: Common Stock · 512.7383 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:33 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 3.0306 | $311.41 Strike: $0.00 | $943.76 |
DisclosureSEC source: 0001225208-23-000057 · doc4.xml · derivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585.5965 Underlying: Common Stock · 3.0306 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| December 09, 2022 Filed Dec 12, 2022 21:48 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 6,305.016 | $40.46 | $255,100.95 |
DisclosureSEC source: 0001225208-22-012575 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Indirect · By 401k Disclosed balance after: 0 F1 · balance_after: From 01/01/22 to 12/09/22, the reporting person acquired 57.23 shares in the 401K plan. The reporting person had no stock holdings in the 401K plan as of 12/09/22. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 16:09 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 4.0439 | $231.76 Strike: $0.00 | $937.21 |
DisclosureSEC source: 0001225208-22-010543 · doc4.xml · derivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582.5659 Underlying: Common Stock · 4.0439 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:04 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 1,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-22-000103 · wf-form4_165714863246434.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,738 F1 · kind: Represents an award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. F1 · price: Represents an award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 16:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 3.8292 | $243.13 Strike: $0.00 | $930.99 |
DisclosureSEC source: 0001225208-22-008417 · doc4.xml · derivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 578.522 Underlying: Common Stock · 3.8292 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 01:17 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 17,543 | $40.27 | $706,474.15 |
DisclosureSEC source: 0001225208-22-007559 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,380.17 F1 · price: The price in Column 4 is a weighted average price. The actual prices received ranged from $40.19 to $40.35. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| May 31, 2022 Filed May 31, 2022 20:16 UTC | ASTRONICS CORP ATRO · Entity 4200 | Exercise / conversionRestricted Stock Unit · Derivative | 3,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032805 · doc4.xml · derivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: $.01 PV Com Stk · 3,380 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: These restricted stock units are scheduled to vest 100% on May 23, 2022. F2 · derivative.expiration_date: These restricted stock units are scheduled to vest 100% on May 23, 2022. Read SEC document |
| May 31, 2022 Filed May 31, 2022 20:16 UTC | ASTRONICS CORP ATRO · Entity 4200 | Exercise / conversion$.01 PV Com Stk | 3,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032805 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,730 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 17, 2022 Filed May 18, 2022 12:54 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 4,000 | $38.75 | $155,015.60 |
DisclosureSEC source: 0001225208-22-007144 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,923.17 F1 · price: The price in Column 4 is a weighted average price. The actual prices received ranged from $38.74 to $38.77. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 16:28 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 3.3851 | $253.16 Strike: $0.00 | $856.97 |
DisclosureSEC source: 0001225208-22-005281 · doc4.xml · derivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574.6928 Underlying: Common Stock · 3.3851 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| March 01, 2022 Filed Mar 1, 2022 15:30 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 571.3077 | $236.30 Strike: $0.00 | $135,000.01 |
DisclosureSEC source: 0001225208-22-003599 · doc4.xml · derivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571.3077 Underlying: Common Stock · 571.3077 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 19:43 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 2,595 | $41.01 | $106,420.95 |
DisclosureSEC source: 0001225208-22-003786 · doc4.xml · nonDerivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,923.17 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 19:43 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 2,246 | $41.01 | $92,108.46 |
DisclosureSEC source: 0001225208-22-003786 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,518.17 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:51 UTC | ASTRONICS CORP ATRO · Entity 4200 | GrantRestricted Stock Unit · Derivative | 3,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013629 · doc4.xml · derivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,380 Underlying: $.01 PV Com Stk · 3,380 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: These restricted stock units are scheduled to vest 100% on May 23, 2022. F2 · derivative.expiration_date: These restricted stock units are scheduled to vest 100% on May 23, 2022. Read SEC document |
| February 23, 2022 Filed Feb 23, 2022 22:44 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003153 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,764.17 F1 · shares: On February 8, 2022, the reporting person received shares of BorgWarner common stock in respect of performance shares where each performance share represented a contingent right to receive one share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. On February 23, 2022, the reporting person received additional shares of BorgWarner common stock in respect of the performance shares after the issuer determined, and advised the reporting person, that the issuer had inadvertently withheld too many shares of BorgWarner common stock for income tax withholding purposes in connection with the delivery of shares on February 8, 2022. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 18:32 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 19,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002723 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,360.17 F1 · shares: The shares will vest 50% on February 28, 2024 and 100% on February 28, 2025. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 18:44 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 15,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001792 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,812.17 F1 · shares: Each performance share represented a contingent right to receive one share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| November 23, 2021 Filed Nov 23, 2021 20:27 UTC | BORGWARNER INC BWA · Entity 3425 | GiftCommon Stock | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014080 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,205.17 Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 12:17 UTC | BORGWARNER INC BWA · Entity 3425 | GiftCommon Stock | 472 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012088 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,627.17 Read SEC document |
| August 26, 2021 Filed Aug 26, 2021 20:44 UTC | ASTRONICS CORP ATRO · Entity 4200 | Exercise / conversionRestricted Stock Unit · Derivative | 6,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-053491 · doc4.xml · derivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: $.01 PV Com Stk · 6,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: These restricted stock units were issued on August 26, 2021. F2 · derivative.expiration_date: These restricted stock units were issued on August 26, 2021. Read SEC document |
| August 26, 2021 Filed Aug 26, 2021 20:44 UTC | ASTRONICS CORP ATRO · Entity 4200 | Exercise / conversion$.01 PV Com Stk | 6,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-053491 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,350 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:35 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-21-000078 · wf-form4_162560732717393.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,819 F1 · kind: Represents an award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. F1 · shares: Represents an award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. F1 · price: Represents an award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. Read SEC document |
| May 07, 2021 Filed May 10, 2021 14:39 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 17,434 | $51.55 | $898,733.16 |
DisclosureSEC source: 0001225208-21-007819 · doc4.xml · nonDerivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,099.17 F2 · price: The price in Column 4 is a weighted average price. The actual prices received ranged from $51.02 to $51.92. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| May 07, 2021 Filed May 10, 2021 14:39 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 778 | $52.04 | $40,487.90 |
DisclosureSEC source: 0001225208-21-007819 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,533.17 F1 · price: The price in Column 4 is a weighted average price. The actual prices received ranged from $52.03 to $52.05. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:05 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 15,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006127 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,311.17 F1 · shares: The shares will vest 50% on February 28, 2023 and 100% on February 28, 2024. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 21:03 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 1,767 | $45.00 | $79,515.00 |
DisclosureSEC source: 0001225208-21-004201 · doc4.xml · nonDerivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,845.17 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 21:03 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 1,056 | $44.71 | $47,208.48 |
DisclosureSEC source: 0001225208-21-004201 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,612.17 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:24 UTC | ASTRONICS CORP ATRO · Entity 4200 | Exercise / conversionRestricted Stock Unit · Derivative | 6,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015946 · doc4.xml · derivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,750 Underlying: $.01 PV Com Stk · 6,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: These restricted stock units are scheduled to vest 100% on August 26, 2021. F2 · derivative.expiration_date: These restricted stock units are scheduled to vest 100% on August 26, 2021. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 21:17 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 7,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001958 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, CAO, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,668.17 F1 · shares: Each performance share represented a contingent right to receive one share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:36 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 1,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-20-000063 · wf-form4_160167459992149.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,678 F1 · kind: Represents a pro-rated award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on July 1, 2021. F1 · price: Represents a pro-rated award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on July 1, 2021. Read SEC document |
| August 28, 2020 Filed Aug 31, 2020 20:08 UTC | ASTRONICS CORP ATRO · Entity 4200 | Exercise / conversionRestricted Stock Unit · Derivative | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-048743 · doc4.xml · derivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: $.01 PV Com Stk · 5,600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: These restricted stock units granted on August 28, 2020. F2 · derivative.expiration_date: These restricted stock units granted on August 28, 2020. Read SEC document |
| August 28, 2020 Filed Aug 31, 2020 20:08 UTC | ASTRONICS CORP ATRO · Entity 4200 | Exercise / conversion$.01 PV Com Stk | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-048743 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,600 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 20:12 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 3,000 | $40.94 | $122,824.80 |
DisclosureSEC source: 0001225208-20-010681 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,393.94 Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 20:12 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 18,500 | $33.71 | $623,564.70 |
DisclosureSEC source: 0001225208-20-008452 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,393.94 Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 21:43 UTC | ASTRONICS CORP ATRO · Entity 4200 | GrantRestricted Stock Unit · Derivative | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014513 · doc4.xml · derivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,600 Underlying: $.01 PV Com Stk · 5,600 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: These restricted stock units are scheduled to vest 100% on August 28, 2020. F2 · derivative.expiration_date: These restricted stock units are scheduled to vest 100% on August 28, 2020. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:01 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 1,550 | $30.55 | $47,344.75 |
DisclosureSEC source: 0001225208-20-004133 · doc4.xml · nonDerivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,893.94 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:01 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 1,373 | $30.55 | $41,938.29 |
DisclosureSEC source: 0001225208-20-004133 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,443.94 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:34 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 9,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002195 · doc4.xml · nonDerivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,816.94 F2 · shares: The shares will vest 50% on February 28, 2022 and 100% on February 28, 2023. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:34 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 17,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002195 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,260.94 F1 · shares: Each performance share represented a contingent right to receive one share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:27 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 1,274 | $40.73 | $51,893.21 |
DisclosureSEC source: 0001225208-19-004390 · doc4.xml · nonDerivative · entry 2 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,754.94 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:27 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 37 | $40.73 | $1,507.10 |
DisclosureSEC source: 0001225208-19-004390 · doc4.xml · nonDerivative · entry 1 CALAWAY TONIT M · CIK 0001483815 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,028.94 F1 · kind: Represents shares withheld to cover taxes due upon the vesting of certain restricted stock awards. 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.