Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBUS MCKINNON CORPCMCO · Entity 5477 | Director | August 17, 2026 | August 19, 2026 |
| EDISON INTERNATIONALEIX · Entity 3225 | Director | April 23, 2026 | April 27, 2026 |
| SOUTHERN CALIFORNIA EDISON CoSCE · Entity 9753 | Director | February 28, 2019 | March 04, 2019 |
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.
COLUMBUS MCKINNON CORP
Report date August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred StockSEC Table II · derivative / convertible security | Direct | 2,890.241 |
Reported balance
After 2026-08-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-17 · Grant · Acquired 10.554 · Balance 2,890.241 F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F2: Represents additional deferred stock units attributable to dividend reinvestment. F3: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. |
| Deferred StockSEC Table II · derivative / convertible security | Direct | 4,310.124 |
Reported balance
After 2026-08-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-17 · Grant · Acquired 15.739 · Balance 4,310.124 F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F2: Represents additional deferred stock units attributable to dividend reinvestment. F3: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. |
| Deferred StockSEC Table II · derivative / convertible security | Direct | 3,295.117 |
Reported balance
After 2026-08-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-17 · Grant · Acquired 12.032 · Balance 3,295.117 F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F2: Represents additional deferred stock units attributable to dividend reinvestment. F3: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. |
| Deferred StockSEC Table II · derivative / convertible security | Direct | 3,629.854 |
Reported balance
After 2026-08-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-17 · Grant · Acquired 13.254 · Balance 3,629.854 F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F2: Represents additional deferred stock units attributable to dividend reinvestment. F3: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. |
| Deferred StockSEC Table II · derivative / convertible security | Direct | 8,737.14 |
Reported balance
After 2026-08-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-17 · Grant · Acquired 31.904 · Balance 8,737.14 F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F2: Represents additional deferred stock units attributable to dividend reinvestment. F3: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. |
| Deferred StockSEC Table II · derivative / convertible security | Direct | 7,590 |
Reported balance
After 2026-08-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-17 · Grant · Acquired 7,590 · Balance 7,590 F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F4: Represents deferred stock units issued to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. F3: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 3,576 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,576 |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock.
F2: Represents additional deferred stock units attributable to dividend reinvestment.
F3: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026.
F4: Represents deferred stock units issued to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026.
EDISON INTERNATIONAL
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 17,332.7999 |
Reported balance
After 2026-04-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 2,737 · Balance 17,332.7999 F1: 1 for 1: Each deferred stock unit is equal in value to one share of Edison International Common Stock. F2: The deferred stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. F3: The deferred stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F4: Includes additional deferred stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1: Each deferred stock unit is equal in value to one share of Edison International Common Stock.
F2: The deferred stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting.
F3: The deferred stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person.
F4: Includes additional deferred stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a).
SOUTHERN CALIFORNIA EDISON Co
Report date February 28, 2019 · Filed March 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SYKES ENTERPRISES INC
Report date August 27, 2021 · Filed August 27, 2021
Section 16 reporting ended · disclosed 2021-08-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-08-27 transaction · row 1
1 source rowRow 1 · 2021-08-27 · Disposition to issuer · Disposed 2,776 · Balance 0 F1: Sykes Enterprises, Incorporated (the "Company) entered into an Agreement and Plan of Merger dated as of June 17, 2021 (the "Merger Agreement") by and among the Company, Sitel Worldwide Corporation, a Delaware corporation ("Parent") and Florida Mergersub, Inc., a Florida corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On August 27, 2021, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and restricted stock units that were outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $54.00, without interest and is subject to any applicable withholding taxes. F2: Represents 694 shares of Common Stock and 2,082 restricted stock units held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person and each share of Common Stock underlying a restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $54.00, without interest and subject to any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Sykes Enterprises, Incorporated (the "Company) entered into an Agreement and Plan of Merger dated as of June 17, 2021 (the "Merger Agreement") by and among the Company, Sitel Worldwide Corporation, a Delaware corporation ("Parent") and Florida Mergersub, Inc., a Florida corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On August 27, 2021, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and restricted stock units that were outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $54.00, without interest and is subject to any applicable withholding taxes.
F2: Represents 694 shares of Common Stock and 2,082 restricted stock units held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person and each share of Common Stock underlying a restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $54.00, without interest and subject to any applicable withholding taxes.
Xylem Inc.
Report date May 13, 2025 · Filed May 13, 2025
Section 16 reporting ended · disclosed 2025-05-13. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 15, 2021 Filed Nov 16, 2021 22:00 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 0.8664 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-21-000305 · wf-form4_163709999413774.xml · derivative · entry 2 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756.078 Underlying: Common Stock · 755.2116 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · shares: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2022 and 50% on July 20, 2023, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2022 and 50% on July 20, 2023, if reporting person remains a director of issuer. Read SEC document |
| August 27, 2021 Filed Aug 27, 2021 12:26 UTC | SYKES ENTERPRISES INC SYKE · Entity 135946 | Disposition to issuerCommon Stock | 2,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024388 · form4.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Sykes Enterprises, Incorporated (the "Company) entered into an Agreement and Plan of Merger dated as of June 17, 2021 (the "Merger Agreement") by and among the Company, Sitel Worldwide Corporation, a Delaware corporation ("Parent") and Florida Mergersub, Inc., a Florida corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On August 27, 2021, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and restricted stock units that were outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $54.00, without interest and is subject to any applicable withholding taxes. F2 · shares: Represents 694 shares of Common Stock and 2,082 restricted stock units held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person and each share of Common Stock underlying a restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $54.00, without interest and subject to any applicable withholding taxes. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 19:08 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantDeferred Stock · Derivative | 3.6825 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-21-000246 · wf-form4_162931368470353.xml · derivative · entry 3 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,744.6825 Underlying: Deferred Stock · 2,741 shares Expires not disclosed F4 · derivative.exercise_price: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F5 · shares: Represents additional deferred stock units attributable to dividend reinvestment. F6 · derivative.exercise_date: Deferred shares will be delivered after the reporting person ceases to be a director of issuer, under and subject to the terms of the Plan. F6 · derivative.expiration_date: Deferred shares will be delivered after the reporting person ceases to be a director of issuer, under and subject to the terms of the Plan. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 19:08 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 1.0076 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-21-000246 · wf-form4_162931368470353.xml · derivative · entry 2 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755.2116 Underlying: Common Stock · 754.204 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2022 and 50% on July 20, 2023, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2022 and 50% on July 20, 2023, if reporting person remains a director of issuer. Read SEC document |
| July 20, 2021 Filed Jul 21, 2021 20:27 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionRestricted Stock Unit · Derivative | 754.204 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-21-000186 · wf-form4_162689926134359.xml · derivative · entry 4 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 754.204 Underlying: Common Stock · 1,508.408 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. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F6 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2022 and 50% on July 20, 2023, if reporting person remains a director of issuer. F6 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2022 and 50% on July 20, 2023, if reporting person remains a director of issuer. Read SEC document |
| July 20, 2021 Filed Jul 21, 2021 20:27 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 754 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-21-000186 · wf-form4_162689926134359.xml · nonDerivative · entry 2 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 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 · shares: 754.2040 restricted stock units became fully vested on July 20, 2021, of which 754 shares were issued as common stock and .2040 was issued in cash of $9.06. Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 20:27 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantDeferred Stock · Derivative | 2,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-21-000186 · wf-form4_162689926134359.xml · derivative · entry 3 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,741 Underlying: Common Stock · 2,741 shares Expires not disclosed F2 · derivative.exercise_price: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F3 · shares: Represents deferred stock units granted to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated June 5, 2019. F4 · derivative.exercise_date: Deferred shares will be delivered after the reporting person ceases to be a director of issuer, under and subject to the terms of the Plan. F4 · derivative.expiration_date: Deferred shares will be delivered after the reporting person ceases to be a director of issuer, under and subject to the terms of the Plan. Read SEC document |
| May 19, 2021 Filed May 19, 2021 09:13 UTC | SYKES ENTERPRISES INC SYKE · Entity 135946 | GrantCommon Stock | 694 | $41.43 | $28,752.42 |
DisclosureSEC source: 0001127602-21-017311 · form4.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694 Read SEC document |
| May 13, 2021 Filed May 14, 2021 19:30 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 1.7108 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-21-000090 · wf-form4_162102060114056.xml · derivative · entry 2 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,508.408 Underlying: Common Stock · 1,506.6972 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. Read SEC document |
| May 12, 2021 Filed May 13, 2021 20:13 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032323 · doc4.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,332 F1 · shares: Reflects the award of restricted stock units. The Reporting Person elected to defer the vesting of the RSU Award until Separation from Service. Read SEC document |
| May 10, 2021 Filed May 11, 2021 22:48 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 1,435 | $120.56 | $173,007.33 |
DisclosureSEC source: 0001209191-21-031850 · doc4.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,004 F1 · price: This price represents the weighted average price per share of common stock (each, a "Share") of Xylem Inc. (the "Issuer"). The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of Shares sold at each price. F2 · balance_after: Includes additional shares due to Dividend Reinvestment. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 21:03 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantPhantom Stock · Derivative | 2,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-002089 · form4-04262021_020448.xml · derivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,098.4391 Underlying: Common Stock · 2,564 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F2 · shares: The phantom stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. F3 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F4 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 18:37 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 1.8844 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-21-000026 · wf-form4_161367345004561.xml · derivative · entry 2 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,506.6972 Underlying: Common Stock · 1,504.8128 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 18:44 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 2.3672 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-20-000331 · wf-form4_160572507047791.xml · derivative · entry 2 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504.8128 Underlying: Common Stock · 1,502.4456 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 18:42 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 2.4456 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-20-000275 · wf-form4_159786252260397.xml · derivative · entry 2 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,502.4456 Underlying: Common Stock · 1,500 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 17:39 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | SaleCommon Stock | 900 | $37.52 | $33,768.00 |
DisclosureSEC source: 0001005229-20-000244 · wf-form4_159734032468061.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901 Read SEC document |
| July 20, 2020 Filed Jul 22, 2020 19:34 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-20-000206 · wf-form4_159544642634335.xml · derivative · entry 2 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F3 · derivative.exercise_date: Represents restricted stock units issued to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 5, 2019. Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. F3 · derivative.expiration_date: Represents restricted stock units issued to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 5, 2019. Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 20, 2021, 25% on July 20, 2022 and 25% on July 20, 2023 if reporting person remains a director of issuer. Read SEC document |
| July 20, 2020 Filed Jul 22, 2020 19:34 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantCommon Stock | 1,801 | $33.32 | $60,009.32 |
DisclosureSEC source: 0001005229-20-000206 · wf-form4_159544642634335.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,801 F1 · shares: Represents shares granted to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 5, 2019. Read SEC document |
| May 13, 2020 Filed May 14, 2020 20:10 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 2,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029157 · doc4.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,415 F1 · shares: Reflects the award of restricted stock units. The Reporting Person elected to defer the vesting of the RSU Award until January 2025. F2 · balance_after: Includes additional shares due to Dividend Reinvestment. Read SEC document |
| April 23, 2020 Filed Apr 27, 2020 21:34 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantPhantom Stock · Derivative | 2,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-20-000064 · wf-form4_158802324927071.xml · derivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,287.7 Underlying: Common Stock · 2,619 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F2 · shares: The phantom stock units were granted to the Reporting Person upon re-election as a director at the Issuer's annual meeting. F3 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F4 · balance_after: Includes additional phantom stock units acquired pursuant to dividend reinvestment and exempt from reporting under Section 16(a). Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 20:25 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 1,752 | $87.33 | $152,998.31 |
DisclosureSEC source: 0001209191-20-009146 · doc4.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,831 F1 · price: This price represents the approximate weighted average price per share of common stock (each "a Share") of Xylem Inc. (the "Issuer"). 1,652 shares were sold at a price of $87.3274 and 100 shares were sold at a price of $87.3350. F2 · balance_after: Additional shares also accrued through a qualified DRIP. Read SEC document |
| May 15, 2019 Filed May 17, 2019 19:44 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030825 · doc4.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,550 F1 · shares: Reflects the award of restricted stock units. The Reporting Person elected to defer the vesting of the RSU Award until January 2024. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:47 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantPhantom Stock · Derivative | 2,547 | $0.00 | $0.00 |
DisclosureSEC source: 0000827052-19-000043 · wf-form4_155173963621755.xml · derivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,547 Underlying: Common Stock · 2,547 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1: Each phantom stock unit, also called a deferred stock unit, is equal in value to one share of Edison International Common Stock. F2 · shares: These phantom stock units were granted to the Reporting Person upon election as a director. F3 · derivative.exercise_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the Reporting Person's retirement, resignation, death or disability, unless another date(s) is elected by the Reporting Person. Read SEC document |
| May 09, 2018 Filed May 10, 2018 16:53 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029120 · doc4.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,699 F1 · shares: Reflects the award of restricted stock units, which are scheduled to vest on the business day prior to the Xylem Inc. 2019 annual shareholders' meeting. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 16:30 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049566 · doc4.xml · nonDerivative · entry 1 Beliveau-Dunn Jeanne · CIK 0001714894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,752 F1 · shares: Reflects the award of restricted stock units, which are scheduled to vest on the business day prior to the Xylem Inc. 2018 annual shareholders' meeting. 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.