Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| METLIFE INCMET · Entity 488 | EVP & Chief Financial Officer | March 02, 2018 | March 06, 2018 |
| SoFi Technologies, Inc.SOFI · Entity 3232 | Director | July 14, 2026 | July 27, 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.
METLIFE INC
Report date March 02, 2018 · Filed March 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,200 |
Ending reported balance
After 2018-03-02 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2018-03-02 · Exercise / conversion · Acquired 5,445 · Balance 54,812 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Row 2 · 2018-03-02 · Tax withholding · Disposed 2,070 · Balance 52,742 F2: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Row 3 · 2018-03-02 · Exercise / conversion · Acquired 7,283 · Balance 60,025 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Row 4 · 2018-03-02 · Tax withholding · Disposed 2,784 · Balance 57,241 F2: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Row 5 · 2018-03-02 · Exercise / conversion · Acquired 5,336 · Balance 62,577 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Row 6 · 2018-03-02 · Tax withholding · Disposed 2,040 · Balance 60,537 F2: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Row 7 · 2018-03-02 · Grant · Acquired 15,128 · Balance 75,665 F3: Shares acquired from the payout of 2015-2017 Performance Share Award pursuant to the MetLife, Inc. 2015 Stock and Incentive Compensation Plan. Row 8 · 2018-03-02 · Tax withholding · Disposed 7,465 · Balance 68,200 F4: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Performance Share payout. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-03-02 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-03-02 · Exercise / conversion · Disposed 5,445 · Balance 0 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F5: Includes 580 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units. F6: The Restricted Units vested in three installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification that MetLife, Inc. met specified financial goals. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,285 |
Reported balance
After 2018-03-02 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-03-02 · Exercise / conversion · Disposed 7,283 · Balance 7,285 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F7: Includes 776 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units. F8: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,674 |
Reported balance
After 2018-03-02 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2018-03-02 · Exercise / conversion · Disposed 5,336 · Balance 10,674 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F9: Includes 569 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units. F10: The Restricted Stock Units vest in three installments on March 1, 2018, 2019 and 2020. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,231 |
Reported balance
After 2018-03-02 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2018-03-02 · Grant · Acquired 9,231 · Balance 9,231 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F12: The Restricted Stock Units vest in three installments on the first business day in March 2019, 2020 and 2021. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.50 · Expires 2028-03-01 | Direct | 27,687 |
Reported balance
After 2018-03-02 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2018-03-02 · Grant · Acquired 27,687 · Balance 27,687 F11: The options become exercisable in three equal installments on March 2, 2019, 2020 and 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock.
F2: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout.
F3: Shares acquired from the payout of 2015-2017 Performance Share Award pursuant to the MetLife, Inc. 2015 Stock and Incentive Compensation Plan.
F4: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Performance Share payout.
F5: Includes 580 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units.
F6: The Restricted Units vested in three installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification that MetLife, Inc. met specified financial goals.
F7: Includes 776 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units.
F8: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier.
F9: Includes 569 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units.
F10: The Restricted Stock Units vest in three installments on March 1, 2018, 2019 and 2020. The requisite certification that MetLife, Inc. met specified financial goals took place earlier.
F11: The options become exercisable in three equal installments on March 2, 2019, 2020 and 2021.
F12: The Restricted Stock Units vest in three installments on the first business day in March 2019, 2020 and 2021.
SoFi Technologies, Inc.
Report date July 14, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 13,993 |
Reported balance
After 2026-07-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 13,993 · Balance 13,993 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.
F2: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 14, 2026 Filed Jul 27, 2026 23:01 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 13,993 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001460835-26-000002 · wk-form4_1785193272.xml · derivative · entry 1 Hele John C.R. · CIK 0001460835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,993 Underlying: Common Stock · 13,993 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2026 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 21:55 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 18,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000111 · wk-form4_1749765339.xml · derivative · entry 1 Hele John C.R. · CIK 0001460835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,388 Underlying: Common Stock · 18,388 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after June 9, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after June 9, 2025 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| May 28, 2025 Filed Jun 3, 2025 22:48 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionRestricted Stock Unit · Derivative | 35,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001818874-25-000092 · wk-form4_1748990917.xml · derivative · entry 2 Hele John C.R. · CIK 0001460835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,034 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024. F2 · derivative.expiration_date: Represents the settlement of the RSUs granted to the Reporting Person as disclosed on the Reporting Person's Form 4 filed on August 14, 2024. Read SEC document |
| May 28, 2025 Filed Jun 3, 2025 22:48 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | Exercise / conversionCommon Stock | 35,034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001818874-25-000092 · wk-form4_1748990917.xml · nonDerivative · entry 1 Hele John C.R. · CIK 0001460835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,034 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 · price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| August 14, 2023 Filed Aug 17, 2023 00:07 UTC | SoFi Technologies, Inc. SOFI · Entity 3232 | GrantRestricted Stock Unit · Derivative | 26,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-029715 · wk-form4_1692230868.xml · derivative · entry 1 Hele John C.R. · CIK 0001460835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,249 Underlying: Common Stock · 26,249 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. F2 · derivative.exercise_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2023 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. F2 · derivative.expiration_date: Reflects a grant of RSUs to Reporting Person, a director of the Issuer, which will vest at the earlier of (i) the next annual shareholder meeting of the Issuer after July 14, 2023 (the "Vesting Commencement Date") or (ii) the 12 month anniversary of the Vesting Commencement Date. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | GrantRestricted Stock Units · Derivative | 9,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · derivative · entry 13 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,231 Underlying: Common Stock · 9,231 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F12 · derivative.exercise_date: The Restricted Stock Units vest in three installments on the first business day in March 2019, 2020 and 2021. F12 · derivative.expiration_date: The Restricted Stock Units vest in three installments on the first business day in March 2019, 2020 and 2021. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | GrantEmployee Stock Option (Right to Buy) · Derivative | 27,687 | $0.00 Strike: $45.50 | $0.00 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · derivative · entry 12 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,687 Underlying: Common Stock · 27,687 shares Expires 2028-03-01 F11 · derivative.exercise_date: The options become exercisable in three equal installments on March 2, 2019, 2020 and 2021. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 5,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · derivative · entry 11 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,674 Underlying: Common Stock · 5,336 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F9 · shares: Includes 569 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units. F10 · derivative.exercise_date: The Restricted Stock Units vest in three installments on March 1, 2018, 2019 and 2020. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. F10 · derivative.expiration_date: The Restricted Stock Units vest in three installments on March 1, 2018, 2019 and 2020. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. F9 · derivative.underlying_shares: Includes 569 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 7,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · derivative · entry 10 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,285 Underlying: Common Stock · 7,283 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F7 · shares: Includes 776 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units. F8 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. F8 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. F7 · derivative.underlying_shares: Includes 776 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 5,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · derivative · entry 9 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,445 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F5 · shares: Includes 580 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units. F6 · derivative.exercise_date: The Restricted Units vested in three installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification that MetLife, Inc. met specified financial goals. F6 · derivative.expiration_date: The Restricted Units vested in three installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification that MetLife, Inc. met specified financial goals. F5 · derivative.underlying_shares: Includes 580 Restricted Stock Units previously added to the reporting person's award through an adjustment to maintain the intrinsic value of the Restricted Stock Units in light of the distribution by MetLife, Inc., to its shareholders of Brighthouse Financial, Inc. common stock. The reporting person did not receive shares of Brighthouse Financial, Inc. common stock on account of the Restricted Stock Units. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 7,465 | $45.50 | $339,657.50 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · nonDerivative · entry 8 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,200 F4 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Performance Share payout. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 15,128 | $45.50 | $688,324.00 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · nonDerivative · entry 7 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,665 F3 · kind: Shares acquired from the payout of 2015-2017 Performance Share Award pursuant to the MetLife, Inc. 2015 Stock and Incentive Compensation Plan. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 2,040 | $45.50 | $92,820.00 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · nonDerivative · entry 6 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,537 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 5,336 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · nonDerivative · entry 5 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,577 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 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 2,784 | $45.50 | $126,672.00 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · nonDerivative · entry 4 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,241 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 7,283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · nonDerivative · entry 3 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,025 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 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 2,070 | $45.50 | $94,185.00 |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · nonDerivative · entry 2 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,742 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:38 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 5,445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017287 · doc4.xml · nonDerivative · entry 1 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,812 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 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:18 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 6,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017484 · doc4.xml · derivative · entry 3 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,015 Underlying: Common Stock · 6,507 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:18 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 3,633 | $54.33 | $197,380.89 |
DisclosureSEC source: 0001209191-17-017484 · doc4.xml · nonDerivative · entry 2 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,367 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:18 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 6,507 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-017484 · doc4.xml · nonDerivative · entry 1 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,000 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 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:46 UTC | METLIFE INC MET · Entity 488 | GrantRestricted Stock Units · Derivative | 14,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016694 · doc4.xml · derivative · entry 4 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,303 Underlying: Common Stock · 14,303 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F5 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on the first business day in March 2018, 2019 and 2020. F5 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on the first business day in March 2018, 2019 and 2020. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:46 UTC | METLIFE INC MET · Entity 488 | GrantEmployee Stock Option (Right to Buy) · Derivative | 42,907 | $0.00 Strike: $52.44 | $0.00 |
DisclosureSEC source: 0001209191-17-016694 · doc4.xml · derivative · entry 3 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,907 Underlying: Common Stock · 42,907 shares Expires 2027-02-27 F3 · derivative.exercise_date: The options become exercisable in three equal installments on February 28, 2018, 2019, and 2020. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:46 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 5,277 | $52.44 | $276,725.88 |
DisclosureSEC source: 0001209191-17-016694 · doc4.xml · nonDerivative · entry 2 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,493 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Performance Share payout. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:46 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 11,988 | $52.44 | $628,650.72 |
DisclosureSEC source: 0001209191-17-016694 · doc4.xml · nonDerivative · entry 1 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,770 F1 · kind: Shares acquired from the payout of 2014-2016 Performance Shares following determination of the performance factor for such award. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:22 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016571 · doc4.xml · derivative · entry 6 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F4 · derivative.exercise_date: The Restricted Stock Units vested in three equal installments on February 25, 2015, 2016 and 2017. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. F4 · derivative.expiration_date: The Restricted Stock Units vested in three equal installments on February 25, 2015, 2016 and 2017. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:22 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 4,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016571 · doc4.xml · derivative · entry 5 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,865 Underlying: Common Stock · 4,865 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:22 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 1,855 | $52.49 | $97,368.95 |
DisclosureSEC source: 0001209191-17-016571 · doc4.xml · nonDerivative · entry 4 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,782 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:22 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 4,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-016571 · doc4.xml · nonDerivative · entry 3 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,637 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 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:22 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 1,996 | $52.49 | $104,770.04 |
DisclosureSEC source: 0001209191-17-016571 · doc4.xml · nonDerivative · entry 2 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:22 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 4,865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-016571 · doc4.xml · nonDerivative · entry 1 Hele John C.R. · CIK 0001460835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,133 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 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. 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.