Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Corp. VP | September 01, 2021 | September 03, 2021 |
| Definitive Healthcare Corp.DH · Entity 1538 | Director | June 04, 2026 | June 08, 2026 |
| HARTFORD INSURANCE GROUP, INC.HIG · Entity 3092 | Director | July 27, 2026 | July 29, 2026 |
| MSCI Inc.MSCI · Entity 3075 | Chief Financial Officer | February 13, 2019 | February 15, 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.
AUTOMATIC DATA PROCESSING INC
Report date September 01, 2021 · Filed September 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $206.86 · Expires 2031-08-31 | Direct | 30,881 |
Reported balance
After 2021-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-09-01 · Grant · Acquired 30,881 · Balance 30,881 |
Definitive Healthcare Corp.
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 308,982 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 189,190 · Balance 308,982 F1: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, vesting on the earlier of June 4, 2027 or the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, vesting on the earlier of June 4, 2027 or the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through the applicable vesting date.
HARTFORD INSURANCE GROUP, INC.
Report date July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 4,692.14 |
Reported balance
After 2026-07-27 transaction · row 1
1 source rowRow 1 · 2026-07-27 · Grant · Acquired 1,355.787 · Balance 4,692.14 F1: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2026-2027 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2026-2027 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service.
MSCI Inc.
Report date February 13, 2019 · Filed February 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,557 |
Ending reported balance
After 2019-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-13 · Grant · Acquired 93,510 · Balance 124,349 F1: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on May 2, 2016, upon certification by the Compensation & Talent Management Committee on February 13, 2019 of the achievement of the performance metric for the performance period from February 9, 2016 to February 8, 2019. Row 2 · 2019-02-13 · Tax withholding · Disposed 45,792 · Balance 78,557 F2: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 93,510 PSUs granted on May 2, 2016 (includes the performance adjustment as described above). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on May 2, 2016, upon certification by the Compensation & Talent Management Committee on February 13, 2019 of the achievement of the performance metric for the performance period from February 9, 2016 to February 8, 2019.
F2: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 93,510 PSUs granted on May 2, 2016 (includes the performance adjustment as described above).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Global Business Travel Group, Inc.
Report date September 29, 2026 · Filed September 29, 2026
Section 16 reporting ended · disclosed 2026-09-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-09-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-29 · Disposition to issuer · Disposed 97,097 · Balance 23,429 F1: On September 29, 2026, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 2, 2026, by and among the Issuer, Gaia Purchaser, Inc. ("Parent") and Gaia Merger Sub, Inc., a wholly owned subsidiary of Parent, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of Class A common stock, par value $0.0001 per share, of the Issuer ("Company Common Stock") held by the reporting person as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive cash in an amount equal to $9.50, without interest thereon (the "Per Share Price"). Row 2 · 2026-09-29 · Disposition to issuer · Disposed 23,429 · Balance 0 F2: As of immediately prior to the Effective Time, pursuant to the Merger Agreement, each award of restricted stock units of the Issuer (a "Company RSU") that was outstanding as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive an amount in cash, without interest and subject to applicable withholding taxes, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSU as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 29, 2026, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 2, 2026, by and among the Issuer, Gaia Purchaser, Inc. ("Parent") and Gaia Merger Sub, Inc., a wholly owned subsidiary of Parent, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of Class A common stock, par value $0.0001 per share, of the Issuer ("Company Common Stock") held by the reporting person as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive cash in an amount equal to $9.50, without interest thereon (the "Per Share Price").
F2: As of immediately prior to the Effective Time, pursuant to the Merger Agreement, each award of restricted stock units of the Issuer (a "Company RSU") that was outstanding as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive an amount in cash, without interest and subject to applicable withholding taxes, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSU as of immediately prior to the Effective Time.
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 29, 2026 Filed Sep 29, 2026 20:45 UTC | Global Business Travel Group, Inc. GBTG · Entity 3915 | Disposition to issuerClass A Common Stock | 23,429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-407695 · ownership.xml · nonDerivative · entry 2 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: As of immediately prior to the Effective Time, pursuant to the Merger Agreement, each award of restricted stock units of the Issuer (a "Company RSU") that was outstanding as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive an amount in cash, without interest and subject to applicable withholding taxes, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSU as of immediately prior to the Effective Time. Read SEC document |
| September 29, 2026 Filed Sep 29, 2026 20:45 UTC | Global Business Travel Group, Inc. GBTG · Entity 3915 | Disposition to issuerClass A Common Stock | 97,097 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-407695 · ownership.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,429 F1 · price: On September 29, 2026, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 2, 2026, by and among the Issuer, Gaia Purchaser, Inc. ("Parent") and Gaia Merger Sub, Inc., a wholly owned subsidiary of Parent, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of Class A common stock, par value $0.0001 per share, of the Issuer ("Company Common Stock") held by the reporting person as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive cash in an amount equal to $9.50, without interest thereon (the "Per Share Price"). Read SEC document |
| July 27, 2026 Filed Jul 29, 2026 20:11 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 1,355.787 | $140.14 | $189,999.99 |
DisclosureSEC source: 0001225208-26-006796 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,692.14 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2026-2027 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:50 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 189,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-261948 · ownership.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,982 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, vesting on the earlier of June 4, 2027 or the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| May 13, 2026 Filed May 15, 2026 20:24 UTC | Global Business Travel Group, Inc. GBTG · Entity 3915 | GrantClass A Common Stock | 23,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001468300-26-000001 · primarydocument.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,526 F1 · shares: Represents restricted stock units awarded as part of the Issuer's non-employee director compensation program. Units automatically convert to Issuer common stock upon vesting on a one-to-one basis. Award will fully vest on the date of the Issuer's next annual stockholders' meeting. Read SEC document |
| July 30, 2025 Filed Aug 1, 2025 20:17 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 1,524.513 | $124.63 | $190,000.06 |
DisclosureSEC source: 0001225208-25-006950 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,280.15 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2025-2026 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:16 UTC | Global Business Travel Group, Inc. GBTG · Entity 3915 | GrantClass A Common Stock | 30,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004799 · primarydocument.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,097 F1 · shares: Represents restricted stock units awarded as part of the Issuer's non-employee director compensation program. Units automatically convert to Issuer common stock upon vesting on a one-to-one basis. Award will fully vest on the date of the Issuer's next annual stockholders' meeting. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 21:43 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 55,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-016334 · form4-06092025_090620.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,792 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, vesting on the earlier of June 5, 2026 or the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 20:06 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 1,725.861 | $110.09 | $190,000.04 |
DisclosureSEC source: 0001225208-24-007713 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,725.861 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2024-2025 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:16 UTC | Global Business Travel Group, Inc. GBTG · Entity 3915 | GrantClass A Common Stock | 25,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004832 · primarydocument.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,281 F1 · shares: Represents restricted stock units awarded as part of the Issuer's non-employee director compensation program. Units automatically convert to Issuer common stock upon vesting on a one-to-one basis. Award will fully vest on the date of the Issuer's next annual stockholders' meeting. Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:31 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 26,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014519 · form4-05242024_040534.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,881 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, vesting on the earlier of May 22, 2025 or the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 21:35 UTC | Global Business Travel Group, Inc. GBTG · Entity 3915 | GrantClass A Common Stock | 20,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035183 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,242 F1 · shares: Represents restricted stock units awarded as part of the Issuer's non-employee director compensation program. Units automatically convert to Issuer common stock upon vesting on a one-to-one basis. Award will fully vest on the date of the Issuer's 2024 annual stockholders meeting. Read SEC document |
| June 01, 2023 Filed Jun 8, 2023 20:30 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 17,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035406 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,122 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, vesting on the earlier of June 1, 2024 or the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 23:22 UTC | Global Business Travel Group, Inc. GBTG · Entity 3915 | GrantClass A Common Stock | 20,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-046115 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,834 F1 · shares: Represents restricted stock units awarded as part of the Issuer's non-employee director compensation program. Units automatically convert to Issuer common stock upon vesting on a one-to-one basis. Award will fully vest on the date of the Issuer's 2023 annual stockholders meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 20:22 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 12,849 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-019700 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,586 F1 · shares: Represents shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock") issuable pursuant to restricted stock units ("RSUs") as follows: (i) 2,779 immediately vested RSUs issued in respect of the Reporting Person's pro-rated service as a director since October 1, 2021, and (ii) 10,070 RSUs which vest upon the earlier of May 24, 2023 or the Issuer's next annual shareholder meeting, subject to the Reporting Person's continued service with the Issuer through the vesting date and subject to earlier forfeiture or acceleration. F1 · price: Represents shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock") issuable pursuant to restricted stock units ("RSUs") as follows: (i) 2,779 immediately vested RSUs issued in respect of the Reporting Person's pro-rated service as a director since October 1, 2021, and (ii) 10,070 RSUs which vest upon the earlier of May 24, 2023 or the Issuer's next annual shareholder meeting, subject to the Reporting Person's continued service with the Issuer through the vesting date and subject to earlier forfeiture or acceleration. F1 · balance_after: Represents shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock") issuable pursuant to restricted stock units ("RSUs") as follows: (i) 2,779 immediately vested RSUs issued in respect of the Reporting Person's pro-rated service as a director since October 1, 2021, and (ii) 10,070 RSUs which vest upon the earlier of May 24, 2023 or the Issuer's next annual shareholder meeting, subject to the Reporting Person's continued service with the Issuer through the vesting date and subject to earlier forfeiture or acceleration. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 20:52 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 6,737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-043032 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,737 F1 · shares: Represents restricted stock units ("RSUs"), each to receive one share of the Issuer's Class A Common Stock, par value $0.001, which vest one-third on each of October 1, 2022, October 1, 2023 and October 1, 2024, subject to the Reporting Person's continued service with the Issuer through each vesting date and subject to earlier forfeiture or acceleration. F1 · price: Represents restricted stock units ("RSUs"), each to receive one share of the Issuer's Class A Common Stock, par value $0.001, which vest one-third on each of October 1, 2022, October 1, 2023 and October 1, 2024, subject to the Reporting Person's continued service with the Issuer through each vesting date and subject to earlier forfeiture or acceleration. F1 · balance_after: Represents restricted stock units ("RSUs"), each to receive one share of the Issuer's Class A Common Stock, par value $0.001, which vest one-third on each of October 1, 2022, October 1, 2023 and October 1, 2024, subject to the Reporting Person's continued service with the Issuer through each vesting date and subject to earlier forfeiture or acceleration. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:17 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 30,881 | $0.00 Strike: $206.86 | $0.00 |
DisclosureSEC source: 0001225208-21-012053 · doc4.xml · derivative · entry 1 Winters Kathleen A · CIK 0001468300 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,881 Underlying: Common Stock · 30,881 shares Expires 2031-08-31 Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 20:25 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 1,150 | $191.89 | $220,673.50 |
DisclosureSEC source: 0001225208-21-006809 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,420 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 18:56 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 45,706 | $0.00 Strike: $138.53 | $0.00 |
DisclosureSEC source: 0001225208-20-011254 · doc4.xml · derivative · entry 1 Winters Kathleen A · CIK 0001468300 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,706 Underlying: Common Stock · 45,706 shares Expires 2030-08-31 F1 · shares: Option vesting schedule is 25% per year beginning in 2021 Read SEC document |
| April 15, 2020 Filed Apr 16, 2020 14:58 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 1,150 | $137.64 | $158,286.00 |
DisclosureSEC source: 0001225208-20-006482 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,570 Read SEC document |
| September 01, 2019 Filed Sep 4, 2019 20:44 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 36,885 | $0.00 Strike: $169.84 | $0.00 |
DisclosureSEC source: 0001225208-19-012147 · doc4.xml · derivative · entry 1 Winters Kathleen A · CIK 0001468300 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,885 Underlying: Common Stock · 36,885 shares Expires 2029-08-31 Read SEC document |
| April 15, 2019 Filed Apr 16, 2019 16:41 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 6,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006820 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,720 F1 · shares: Shares granted will vest 50% on 4/15/2020 and 50% on 4/15/2021 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 23:08 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 45,792 | $174.87 | $8,007,647.04 |
DisclosureSEC source: 0001209191-19-010748 · doc4.xml · nonDerivative · entry 2 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,557 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 93,510 PSUs granted on May 2, 2016 (includes the performance adjustment as described above). Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 23:08 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 93,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010748 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,349 F1 · shares: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on May 2, 2016, upon certification by the Compensation & Talent Management Committee on February 13, 2019 of the achievement of the performance metric for the performance period from February 9, 2016 to February 8, 2019. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 22:32 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,118 | $172.29 | $192,620.22 |
DisclosureSEC source: 0001209191-19-009426 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,839 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the third tranche of 2,282 restricted stock units granted on May 2, 2016. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 21:37 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 912 | $172.45 | $157,274.40 |
DisclosureSEC source: 0001209191-19-008960 · doc4.xml · nonDerivative · entry 2 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,957 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the second tranche of 1,862 RSUs granted on February 7, 2017. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 21:37 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008960 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,869 F1 · shares: Restricted stock units ("RSUs") ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 22:15 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 650 | $171.95 | $111,767.50 |
DisclosureSEC source: 0001209191-19-008654 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,845 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 1,278 restricted stock units granted on February 6, 2018. Read SEC document |
| May 02, 2018 Filed May 3, 2018 21:29 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,935 | $150.44 | $291,101.40 |
DisclosureSEC source: 0001209191-18-027753 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,495 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 3,950 restricted stock units granted to the Reporting Person on May 2, 2016. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 21:54 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,118 | $136.48 | $152,584.64 |
DisclosureSEC source: 0001209191-18-009602 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,430 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the second tranche of 2,282 restricted stock units granted on May 2, 2016. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:47 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 932 | $139.76 | $130,256.32 |
DisclosureSEC source: 0001209191-18-008882 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,548 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 1,863 restricted stock units granted on February 7, 2017. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 21:54 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007902 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,480 F1 · shares: Restricted stock units ("RSUs") ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| May 02, 2017 Filed May 4, 2017 20:58 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 10,866 | $101.94 | $1,107,680.04 |
DisclosureSEC source: 0001209191-17-030050 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,648 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 21,070 restricted stock units granted to the Reporting Person on May 2, 2016. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 23:02 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,207 | $91.22 | $110,102.54 |
DisclosureSEC source: 0001209191-17-010741 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,514 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 2,283 restricted stock units granted to the Reporting Person on May 2, 2016. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 22:33 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 5,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008801 · doc4.xml · nonDerivative · entry 1 Winters Kathleen A · CIK 0001468300 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,721 F1 · shares: Restricted stock units ("RSUs") vesting and converting to 1,863, 1,862 and 1,862 shares on the first, second and third anniversaries of the grant date, respectively. Each RSU represents a contingent right to receive one share of MSCI common stock. 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.