Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAR CORPAIR · Entity 3893 | Director | June 01, 2024 | June 04, 2024 |
| Avery Dennison CorpAVY · Entity 3410 | Director | May 01, 2023 | May 03, 2023 |
| EXELON CORPEXC · Entity 3050 | Director | March 31, 2024 | April 02, 2024 |
| MARSH & MCLENNAN COMPANIES, INC.MRSH · Entity 1501 | Director | August 14, 2026 | August 18, 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.
AAR CORP
Report date June 01, 2024 · Filed June 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,661.4 |
Reported balance
After 2024-06-01 transaction · row 1
1 source rowRow 1 · 2024-06-01 · Grant · Acquired 1,901 · Balance 14,661.4 F1: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3.
Avery Dennison Corp
Report date May 01, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,488 |
Reported balance
After 2023-05-01 transaction · row 1
1 source rowRow 1 · 2023-05-01 · Exercise / conversion · Acquired 930 · Balance 1,488 |
| 2022 Director RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2023-05-01 | Direct | 0 |
Reported balance
After 2023-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-01 · Exercise / conversion · Disposed 930 · Balance 0 |
| 2023 Director RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-05-01 | Direct | 971 |
Reported balance
After 2023-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-01 · Grant · Acquired 971 · Balance 971 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. |
| Common Stock Units - DDECPSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 1988-08-08 | Direct | 12,982.9496 |
Reported balance
Holding disclosure · report date 2023-05-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 12,982.9496 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock.
EXELON CORP
Report date March 31, 2024 · Filed April 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock- deferred stock unitsSEC Table I · non-derivative | IndirectBy Exelon Corp. Directors Deferred Stock Unit Plan | 59,255 |
Reported balance
After 2024-03-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-03-31 · Grant · Acquired 1,131 · Balance 59,255 F1: Balance includes 599 additional shares acquired through automatic dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 599 additional shares acquired through automatic dividend reinvestment.
MARSH & MCLENNAN COMPANIES, INC.
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stk. Units-Dir. Stk. PlanSEC Table II · derivative / convertible security | Direct | 17,171.56 |
Reported balance
After 2026-08-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-14 · Other · Acquired 89.41 · Balance 17,171.56 F1: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.
F2: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.
F3: Not applicable.
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 |
|---|---|---|---|---|---|---|
| September 30, 2021 Filed Oct 1, 2021 20:09 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 776 | $49.91 | $38,730.16 |
DisclosureSEC source: 0001062993-21-009059 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 34,290 F1 · balance_after: Balance includes 255 shares acquired on September 10, 2021 through automatic dividend reinvestment. Read SEC document |
| August 12, 2021 Filed Aug 17, 2021 20:16 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 37.02 | $151.31 | $5,601.31 |
DisclosureSEC source: 0001127602-21-023862 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,505.35 Underlying: Common Stock · 37.02 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 21:10 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 830 | $46.71 | $38,769.30 |
DisclosureSEC source: 0001062993-21-006191 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 33,259 F1 · balance_after: Balance includes 263 shares acquired on June 10, 2021 through automatic dividend reinvestment. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 19:40 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 2,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-018693 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,010.4 F1 · shares: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. F2 · balance_after: Included in the amount reported are shares under the dividend reinvestment plan (DRIP) on vested time-based restricted stocks exempt under Rule 16a-11. The total DRIP amount reported is 109.537 shares listed as follows: 32.286 acquired on 7/31/2018; 42.249 acquired on 2/8/2019; and 35.002 acquired on 7/13/2019. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 1,375.67 | $138.12 | $190,000.66 |
DisclosureSEC source: 0001127602-21-018952 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,468.33 Underlying: Common Stock · 1,375.67 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Annual stock award of 1,375.67 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| May 14, 2021 Filed May 18, 2021 20:21 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 31.44 | $134.01 | $4,213.12 |
DisclosureSEC source: 0001127602-21-017203 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,092.66 Underlying: Common Stock · 31.44 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| May 01, 2021 Filed May 4, 2021 17:45 UTC | Avery Dennison Corp AVY · Entity 3410 | Grant2021 Director RSU Award · Derivative | 792 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-015110 · form4.xml · derivative · entry 3 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792 Underlying: Common Stock · 792 shares Expires 2022-05-01 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of Avery Dennison Corporation common stock. Read SEC document |
| May 01, 2021 Filed May 4, 2021 17:45 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2020 Director RSU Award · Derivative | 1,450 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-015110 · form4.xml · derivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,450 shares Expires 2021-05-01 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 01, 2021 Filed May 4, 2021 17:45 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 1,450 | $214.60 | $311,170.00 |
DisclosureSEC source: 0001127602-21-015110 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,382 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 |
| March 31, 2021 Filed Apr 2, 2021 13:42 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 894 | $43.36 | $38,763.84 |
DisclosureSEC source: 0001062993-21-003299 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 32,166 F1 · balance_after: Balance includes 273 shares acquired on March 15, 2021 through automatic dividend reinvestment. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:32 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 100 | $181.76 | $18,176.00 |
DisclosureSEC source: 0001127602-21-011120 · form4.xml · nonDerivative · entry 3 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,932 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:32 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 200 | $181.75 | $36,350.00 |
DisclosureSEC source: 0001127602-21-011120 · form4.xml · nonDerivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,032 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:32 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 800 | $181.59 | $145,272.80 |
DisclosureSEC source: 0001127602-21-011120 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,232 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:19 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 37.11 | $113.08 | $4,196.21 |
DisclosureSEC source: 0001127602-21-006160 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,061.22 Underlying: Common Stock · 37.11 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 14:58 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 2,700 | $38.03 | $102,683.16 |
DisclosureSEC source: 0001127602-21-001170 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,963.863 Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 19:27 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 941 | $41.20 | $38,769.20 |
DisclosureSEC source: 0001062993-21-000017 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 30,999 F1 · balance_after: Balance includes 276 shares acquired on December 10, 2020 through automatic dividend reinvestment. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 21:20 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 37.17 | $112.43 | $4,179.02 |
DisclosureSEC source: 0001127602-20-029245 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,024.11 Underlying: Common Stock · 37.17 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 19:32 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 1,081 | $35.84 | $38,743.04 |
DisclosureSEC source: 0001109357-20-000184 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 29,782 F1 · balance_after: Balance includes 303 shares acquired on September 10, 2020 through automatic dividend reinvestment. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 35.67 | $116.70 | $4,162.51 |
DisclosureSEC source: 0001127602-20-023803 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,986.94 Underlying: Common Stock · 35.67 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 21:18 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 969 | $40.00 | $38,760.00 |
DisclosureSEC source: 0001109357-20-000138 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 28,397 F1 · balance_after: Balance includes 260 shares acquired on June 10, 2020 through automatic dividend reinvestment. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 14:01 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 5,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018580 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,663.863 F1 · kind: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. F2 · balance_after: Includes 36.568 shares acquired on 10/21/2019 and 32.394 shares acquired on 01/14/2020 and 55.352 shares acquired on 04/09/2020 under the AAR CORP. dividend reinvestment plan. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 1,657.28 | $105.60 | $175,000.48 |
DisclosureSEC source: 0001127602-20-018684 · form4.xml · derivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,951.27 Underlying: Common Stock · 1,657.28 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Annual stock award of 1,657.28 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. The reporting person elected to defer receipt of all of these shares. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| May 15, 2020 Filed May 19, 2020 20:58 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 31.49 | $104.94 | $3,304.56 |
DisclosureSEC source: 0001127602-20-017209 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,293.99 Underlying: Common Stock · 31.49 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| May 01, 2020 Filed May 4, 2020 21:47 UTC | Avery Dennison Corp AVY · Entity 3410 | Grant2020 Director RSU Award · Derivative | 1,450 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015264 · form4.xml · derivative · entry 3 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450 Underlying: Common Stock · 1,450 shares Expires 2021-05-01 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of Avery Dennison Corporation common stock. Read SEC document |
| May 01, 2020 Filed May 4, 2020 21:47 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2019 Director RSU Award · Derivative | 1,414 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015264 · form4.xml · derivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,414 shares Expires 2020-05-01 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 01, 2020 Filed May 4, 2020 21:47 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 1,414 | $106.87 | $151,114.18 |
DisclosureSEC source: 0001127602-20-015264 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,276 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 |
| March 31, 2020 Filed Apr 1, 2020 21:31 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 899 | $43.12 | $38,764.88 |
DisclosureSEC source: 0001109357-20-000069 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 27,169 F1 · balance_after: Balance includes 231 shares acquired on March 10, 2020 through automatic dividend reinvestment. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:09 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 27.6 | $119.27 | $3,291.85 |
DisclosureSEC source: 0001127602-20-006391 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,262.5 Underlying: Common Stock · 27.6 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 19:56 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 5,899 | $45.88 | $270,632.55 |
DisclosureSEC source: 0001127602-20-001533 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,563.549 Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 21:10 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 867 | $44.72 | $38,772.24 |
DisclosureSEC source: 0001109357-20-000001 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 26,039 F1 · balance_after: Balance includes 202 shares acquired on December 10, 2019 through automatic dividend reinvestment. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 21:18 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 31.23 | $104.96 | $3,277.74 |
DisclosureSEC source: 0001127602-19-033036 · form4.xml · derivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,234.9 Underlying: Common Stock · 31.23 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 18:46 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 801 | $48.35 | $38,728.35 |
DisclosureSEC source: 0001109357-19-000086 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 24,970 F1 · balance_after: Balance includes 180 shares acquired on September 10, 2019 through automatic dividend reinvestment. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 20:52 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 2,150 | $114.54 | $246,261.00 |
DisclosureSEC source: 0001127602-19-028075 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,862 Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 33.5 | $97.39 | $3,262.57 |
DisclosureSEC source: 0001127602-19-026957 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,203.67 Underlying: Common Stock · 33.5 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. F4 · balance_after: Includes a total of 98.77 dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan on August 15, 2018, November 15, 2018, February 15, 2019 and May 15, 2019. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 21:09 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 782 | $49.57 | $38,763.74 |
DisclosureSEC source: 0001109357-19-000056 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 23,989 F1 · balance_after: Balance includes 168 shares acquired on June 10, 2019 through automatic dividend reinvestment. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 17:37 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-020641 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,462.549 F1 · kind: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. F2 · balance_after: Includes 31.758 shares acquired on 11/2/18 and 39.857 shares acquired on 5/16/19 under the AAR CORP. dividend reinvestment plan. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 20:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 1,834.29 | $95.41 | $175,000.44 |
DisclosureSEC source: 0001127602-19-020704 · form4.xml · derivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,071.4 Underlying: Common Stock · 1,834.29 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Annual stock award of 1,834.29 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. The reporting person elected to defer receipt of all of these shares. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| May 01, 2019 Filed May 2, 2019 23:26 UTC | Avery Dennison Corp AVY · Entity 3410 | Grant2019 Director RSU Award · Derivative | 1,414 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017120 · form4.xml · derivative · entry 5 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,414 Underlying: Common Stock · 1,414 shares Expires 2020-05-01 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of Avery Dennison Corporation common stock. Read SEC document |
| May 01, 2019 Filed May 2, 2019 23:26 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2018 Director RSU Award · Derivative | 1,336 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017120 · form4.xml · derivative · entry 4 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,336 shares Expires 2019-05-01 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 01, 2019 Filed May 2, 2019 23:26 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2016 Director RSU Award · Derivative | 641 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017120 · form4.xml · derivative · entry 3 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 641 shares Expires 2019-05-01 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: Shares reflect the vesting of the third tranche of restricted stock units granted on May 1, 2016. Read SEC document |
| May 01, 2019 Filed May 2, 2019 23:26 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 1,336 | $109.63 | $146,465.68 |
DisclosureSEC source: 0001127602-19-017120 · form4.xml · nonDerivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,012 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 01, 2019 Filed May 2, 2019 23:26 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 641 | $109.63 | $70,272.83 |
DisclosureSEC source: 0001127602-19-017120 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,676 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 |
| April 02, 2019 Filed Apr 2, 2019 21:44 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 3,615 | $33.23 | $120,138.38 |
DisclosureSEC source: 0001127602-19-014257 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,468.934 Read SEC document |
| March 31, 2019 Filed Apr 1, 2019 22:03 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 794 | $48.78 | $38,731.32 |
DisclosureSEC source: 0001109357-19-000039 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 23,039 F1 · balance_after: Balance includes 164 shares acquired on March 8, 2019 through automatic dividend reinvestment. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 22:48 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 771 | $47.00 | $36,237.00 |
DisclosureSEC source: 0001109357-19-000001 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 22,080 F1 · balance_after: Balance includes 155 shares acquired on December 10, 2018 through automatic dividend reinvestment. Read SEC document |
| September 30, 2018 Filed Oct 1, 2018 21:51 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 812 | $44.62 | $36,231.44 |
DisclosureSEC source: 0001109357-18-000083 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 21,154 F1 · balance_after: Balance includes 156 shares acquired on September 10, 2018 through automatic dividend reinvestment. Read SEC document |
| September 07, 2018 Filed Sep 11, 2018 18:11 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 1,275 | $104.75 | $133,556.25 |
DisclosureSEC source: 0001127602-18-027321 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,035 F1 · price: This transaction was executed in multiple trades at prices ranging from $104.74 to $104.75. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 30, 2018 Filed Jul 2, 2018 18:47 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 906 | $40.00 | $36,240.00 |
DisclosureSEC source: 0001109357-18-000065 · edgar.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 20,185 F1 · balance_after: Balance includes 165 shares acquired on June 8, 2018 through automatic dividend reinvestment. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 17:50 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 2,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001559294-18-000001 · primary_doc.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,083.934 F1 · kind: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. F2 · balance_after: Includes 24.613 shares acquired on 5/21/18 under the AAR CORP. dividend reinvestment plan. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 2,175.26 | $80.45 | $174,999.67 |
DisclosureSEC source: 0001127602-18-019999 · form4.xml · derivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,237.11 Underlying: Common Stock · 2,175.26 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: Annual stock award of 2,175.26 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. The reporting person elected to defer receipt of all of these shares. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. 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.