Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Axalta Coating Systems Ltd.AXTA · Entity 3667 | Director | March 03, 2026 | March 05, 2026 |
| BWX Technologies, Inc.BWXT · Entity 656 | Director | September 04, 2026 | September 08, 2026 |
| O-I Glass, Inc. /DE/OI · Entity 4907 | Senior Vice President & CFO | March 07, 2019 | March 11, 2019 |
| REGAL REXNORD CORPRRX · Entity 2107 | Director | July 14, 2026 | July 16, 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.
Axalta Coating Systems Ltd.
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 21,074 |
Reported balance
After 2026-03-04 transaction · row 1
1 source rowRow 1 · 2026-03-04 · Exercise / conversion · Acquired 5,832 · Balance 21,074 F1: Restricted stock units convert into common shares on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,313 |
Reported balance
After 2026-03-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-03 · Grant · Acquired 6,313 · Balance 6,313 F2: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F3: This restricted stock unit grant vests in full on the first anniversary of the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-04 · Exercise / conversion · Disposed 5,832 · Balance 0 F1: Restricted stock units convert into common shares on a one-for-one basis. F4: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common shares on a one-for-one basis.
F2: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd.
F3: This restricted stock unit grant vests in full on the first anniversary of the grant date.
F4: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026.
BWX Technologies, Inc.
Report date September 04, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 2,284.41 |
Reported balance
After 2026-09-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 41.93 · Balance 2,284.41 F1: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. |
Filing footnotes · ownership attribution and instrument terms
F1: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.
O-I Glass, Inc. /DE/
Report date March 07, 2019 · Filed March 11, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Direct)SEC Table I · non-derivative | Direct | 254,084 |
Ending reported balance
After 2019-03-07 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-03-07 · Grant · Acquired 86,378 · Balance 273,952 F1: Certain restricted stock units granted for the 2016-2018 grant period vest in the form of common stock based upon the Issuer's performance against certain strategic objective goals. On March 7, 2019, the Compensation Committee of the Issuer's Board of Directors determined that the strategic objective goals had been met, resulting in the vesting of these shares. Row 2 · 2019-03-07 · Grant · Acquired 28,615 · Balance 302,567 F2: The restricted stock units vest in four equal annual installments beginning on the first anniversary of the grant date. Row 3 · 2019-03-07 · Tax withholding · Disposed 48,483 · Balance 254,084 |
| Common Stock (Indirect)SEC Table I · non-derivative | IndirectBy 401k | 2,565.0322 |
Reported balance
Holding disclosure · report date 2019-03-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,565.0322 |
Filing footnotes · ownership attribution and instrument terms
F1: Certain restricted stock units granted for the 2016-2018 grant period vest in the form of common stock based upon the Issuer's performance against certain strategic objective goals. On March 7, 2019, the Compensation Committee of the Issuer's Board of Directors determined that the strategic objective goals had been met, resulting in the vesting of these shares.
F2: The restricted stock units vest in four equal annual installments beginning on the first anniversary of the grant date.
REGAL REXNORD CORP
Report date July 14, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,700.631 |
Reported balance
After 2026-07-14 transaction · row 1
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 1.53 · Balance 9,700.631 F1: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MERITOR, INC.
Report date August 03, 2022 · Filed August 05, 2022
Section 16 reporting ended · disclosed 2022-08-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-08-03 transaction · row 1
1 source rowRow 1 · 2022-08-03 · Disposition to issuer · Disposed 28,601 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50. |
| Common StockSEC Table I · non-derivative | IndirectHeld by trust of which Ms. Bertsch is trustee. | 0 |
Reported balance
After 2022-08-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-08-03 · Disposition to issuer · Disposed 37,462 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50.
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 04, 2026 Filed Sep 8, 2026 20:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 41.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-001239 · form4.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,284.41 Underlying: Common Stock · 41.93 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| July 14, 2026 Filed Jul 16, 2026 21:20 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 1.53 | $211.20 | $323.14 |
DisclosureSEC source: 0000082811-26-000215 · wk-form4_1784236819.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,700.631 F1 · shares: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 20:16 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 35.47 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000831 · form4.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,242.48 Underlying: Common Stock · 35.47 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:55 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-26-000157 · wk-form4_1778705735.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,699.101 F1 · shares: Restricted stock units granted to the reporting person under the 2023 Omnibus Incentive Plan. The restricted stock units vest on 5/11/2027. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 762 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-029893 · wk-form4_1777927603.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 762 Underlying: Common Stock · 762 shares Expires not disclosed F1 · kind: Grant of restricted stock units pursuant to the 2020 Omnibus Incentive Plan of BWX Technologies, Inc. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock. F2 · derivative.exercise_date: RSUs vested immediately. The reporting person elected to defer receipt of shares underlying the RSUs. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum, two years following termination of service on the Board of Directors. F2 · derivative.expiration_date: RSUs vested immediately. The reporting person elected to defer receipt of shares underlying the RSUs. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum, two years following termination of service on the Board of Directors. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 20:53 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 2.165 | $209.35 | $453.24 |
DisclosureSEC source: 0000082811-26-000127 · wk-form4_1776372792.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,776.101 F1 · acquired: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| March 27, 2026 Filed Mar 30, 2026 21:59 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 31.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-022110 · wk-form4_1774907969.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,207.01 Underlying: Common Stock · 31.5 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 23:00 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionRestricted Stock Units · Derivative | 5,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-015387 · wk-form4_1772751615.xml · derivative · entry 3 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,832 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 convert into common shares on a one-for-one basis. F4 · derivative.exercise_date: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026. F4 · derivative.expiration_date: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 23:00 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionCommon Shares | 5,832 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-015387 · wk-form4_1772751615.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,074 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 convert into common shares on a one-for-one basis. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | GrantRestricted Stock Units · Derivative | 6,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-015387 · wk-form4_1772751615.xml · derivative · entry 2 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,313 Underlying: Common Shares · 6,313 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F3 · derivative.exercise_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. F3 · derivative.expiration_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 21:42 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 2.912 | $155.29 | $452.20 |
DisclosureSEC source: 0000082811-26-000027 · wk-form4_1768599741.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,773.936 F1 · acquired: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 21:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 32.84 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-056799 · wk-form4_1765576003.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,175.51 Underlying: Common Stock · 32.84 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| October 14, 2025 Filed Oct 16, 2025 22:13 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 3.152 | $143.14 | $451.18 |
DisclosureSEC source: 0001477291-25-000005 · wk-form4_1760652816.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,771.024 F1 · acquired: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| September 05, 2025 Filed Sep 8, 2025 22:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001477291-25-000003 · wk-form4_1757370963.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,142.67 Underlying: Common Stock · 36 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 20:49 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 3.076 | $146.33 | $450.11 |
DisclosureSEC source: 0000082811-25-000175 · wk-form4_1752698959.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,767.872 F1 · acquired: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 21:20 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 45.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030277 · wk-form4_1749504010.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,106.67 Underlying: Common Stock · 45.6 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:44 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 1,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-25-000136 · wk-form4_1747169046.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,764.796 F1 · shares: Restricted stock units granted to the reporting person under the 2023 Omnibus Incentive Plan. The restricted stock units vest on 5/9/2026. Read SEC document |
| May 02, 2025 Filed May 6, 2025 21:07 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 1,465 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-008643 · form4.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,465 Underlying: Common Stock · 1,465 shares Expires not disclosed F1 · kind: Grant of restricted stock units pursuant to the 2020 Omnibus Incentive Plan of BWX Technologies, Inc. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock. F2 · derivative.exercise_date: RSUs vested immediately. The reporting person elected to defer receipt of shares underlying the RSUs. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum, three years following termination of service on the Board of Directors. F2 · derivative.expiration_date: RSUs vested immediately. The reporting person elected to defer receipt of shares underlying the RSUs. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum, three years following termination of service on the Board of Directors. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 22:14 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 3.703 | $100.47 | $372.04 |
DisclosureSEC source: 0000082811-25-000093 · wk-form4_1744841655.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,478.796 F1 · shares: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:21 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 55.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-015980 · wk-form4_1743542478.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,061.07 Underlying: Common Stock · 55.46 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 22:59 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | GrantRestricted Stock Units · Derivative | 5,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-011061 · wk-form4_1741301956.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,832 Underlying: Common Shares · 5,832 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F2 · derivative.exercise_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. F2 · derivative.expiration_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:26 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionRestricted Stock Units · Derivative | 6,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009978 · wk-form4_1741127155.xml · derivative · entry 2 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,157 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 convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On February 28, 2024, the reporting person was granted 6,157 restricted stock units, vesting in full on February 28, 2025. F2 · derivative.expiration_date: On February 28, 2024, the reporting person was granted 6,157 restricted stock units, vesting in full on February 28, 2025. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:26 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionCommon Shares | 6,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-009978 · wk-form4_1741127155.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,242 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 convert into common shares on a one-for-one basis. Read SEC document |
| January 14, 2025 Filed Jan 16, 2025 22:05 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 2.389 | $155.41 | $371.27 |
DisclosureSEC source: 0000082811-25-000024 · wk-form4_1737065109.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,475.093 F1 · shares: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 22:01 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionDividend Equivalent Rights · Derivative | 99.91 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051064 · wk-form4_1734040856.xml · derivative · entry 3 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,005.61 Underlying: Common Stock · 99.91 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. F2 · derivative.exercise_price: The dividend equivalent rights accrued on one restricted stock unit grant of which the reporting person has elected to defer receipt of the shares underlying the RSU's. Each RSU and DER represent a contingent right to receive one share of BWC common stock. The shares represent accrued dividends on the December 1, 2024 equity payout. Fractional shares converted to cash. F2 · derivative.exercise_date: The dividend equivalent rights accrued on one restricted stock unit grant of which the reporting person has elected to defer receipt of the shares underlying the RSU's. Each RSU and DER represent a contingent right to receive one share of BWC common stock. The shares represent accrued dividends on the December 1, 2024 equity payout. Fractional shares converted to cash. F2 · derivative.expiration_date: The dividend equivalent rights accrued on one restricted stock unit grant of which the reporting person has elected to defer receipt of the shares underlying the RSU's. Each RSU and DER represent a contingent right to receive one share of BWC common stock. The shares represent accrued dividends on the December 1, 2024 equity payout. Fractional shares converted to cash. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 22:01 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 47.18 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051064 · wk-form4_1734040856.xml · derivative · entry 2 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,105.52 Underlying: Common Stock · 47.18 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 22:01 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051064 · wk-form4_1734040856.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,128 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 |
| December 01, 2024 Filed Dec 3, 2024 21:29 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 1,942 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-019947 · form4.xml · derivative · entry 2 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,942 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_date: The reporting person elected to defer receipt of the underlying restricted stock units. In accordance with the reporting person's election, the vested shares were delivered to the reporting person in one lump sum on December 1, 2024. F1 · derivative.expiration_date: The reporting person elected to defer receipt of the underlying restricted stock units. In accordance with the reporting person's election, the vested shares were delivered to the reporting person in one lump sum on December 1, 2024. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 21:29 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 1,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-019947 · form4.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,029 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 |
| October 11, 2024 Filed Oct 16, 2024 20:53 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 2.164 | $171.22 | $370.52 |
DisclosureSEC source: 0000082811-24-000190 · wk-form4_1729111976.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,472.704 F1 · acquired: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 20:35 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 58.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-039884 · wk-form4_1725914098.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,058.34 Underlying: Common Stock · 58.88 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| July 12, 2024 Filed Jul 16, 2024 20:42 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 2.54 | $145.53 | $369.65 |
DisclosureSEC source: 0000082811-24-000141 · wk-form4_1721162571.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,470.54 F1 · acquired: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:37 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 63.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027533 · wk-form4_1718051869.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,999.46 Underlying: Common Stock · 63.88 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:02 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 1,056 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-24-000105 · wk-form4_1715634142.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,468 F1 · shares: Restricted stock units granted to the reporting person under the 2023 Omnibus Incentive Plan. The restricted stock units vest on 5/9/2025. Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 1,592 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-021145 · wk-form4_1715114182.xml · derivative · entry 3 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,592 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. F2 · derivative.exercise_date: RSUs vested immediately. F2 · derivative.expiration_date: RSUs vested immediately. Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 1,592 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-021145 · wk-form4_1715114182.xml · derivative · entry 2 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,592 Underlying: Common Stock · 1,592 shares Expires not disclosed F1 · kind: Grant of restricted stock units pursuant to the 2020 Omnibus Incentive Plan of BWX Technologies, Inc. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock. F2 · derivative.exercise_date: RSUs vested immediately. F2 · derivative.expiration_date: RSUs vested immediately. Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 1,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-021145 · wk-form4_1715114182.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,087 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 28, 2024 Filed Apr 1, 2024 20:47 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 55.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014079 · wk-form4_1712004419.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,935.58 Underlying: Common Stock · 55.67 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:16 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | GrantRestricted Stock Units · Derivative | 6,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008214 · wk-form4_1709327750.xml · derivative · entry 3 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,157 Underlying: Common Shares · 6,157 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F4 · derivative.exercise_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. F4 · derivative.expiration_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:16 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionRestricted Stock Units · Derivative | 6,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008214 · wk-form4_1709327750.xml · derivative · entry 2 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,711 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 convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On February 28, 2023, the reporting person was granted 6,711 restricted stock units, vesting in full on February 28, 2024. F2 · derivative.expiration_date: On February 28, 2023, the reporting person was granted 6,711 restricted stock units, vesting in full on February 28, 2024. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:16 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionCommon Shares | 6,711 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-008214 · wk-form4_1709327750.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,085 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 convert into common shares on a one-for-one basis. Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 21:34 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 68.28 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-041447 · wk-form4_1702503258.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,879.91 Underlying: Common Stock · 68.28 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 23:15 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionRestricted Stock Units · Derivative | 2,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-049498 · doc4.xml · derivative · entry 2 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,374 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 convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On September 13, 2022, the reporting person was granted 2,374 restricted stock units, vesting in full on September 13, 2023. F2 · derivative.expiration_date: On September 13, 2022, the reporting person was granted 2,374 restricted stock units, vesting in full on September 13, 2023. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 23:15 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionCommon Shares | 2,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-049498 · doc4.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,374 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 convert into common shares on a one-for-one basis. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 20:40 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 74.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-031978 · wk-form4_1694464825.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,811.63 Underlying: Common Stock · 74.55 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:35 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 83.92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-021867 · wk-form4_1686602125.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,737.08 Underlying: Common Stock · 83.92 shares Expires not disclosed F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person deferred receipt of the shares underlying the RSU. Each RSU and will DER represents a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person deferred receipt of the shares underlying the RSU. Each RSU and will DER represents a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| May 10, 2023 Filed May 12, 2023 20:41 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-23-000115 · wf-form4_168392408897049.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,412 F1 · shares: Restricted shares granted to the reporting person under the 2023 Omnibus Incentive Plan. Restricted shares are non-transferable until 5/10/2024. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:36 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 2,391 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001961247-23-000023 · wf-form4_168331895566289.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,391 Underlying: Common Stock · 2,391 shares Expires not disclosed F1 · kind: Grant of restricted stock units pursuant to the 2020 Omnibus Incentive Plan of BWX Technologies, Inc. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock. F2 · derivative.exercise_date: RSUs vested immediately. The reporting person elected to defer receipt of shares underlying the RSUs. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum, three years following termination of service on the Board of Directors. F2 · derivative.expiration_date: RSUs vested immediately. The reporting person elected to defer receipt of shares underlying the RSUs. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum, three years following termination of service on the Board of Directors. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:51 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 77.98 | $0.00 | $0.00 |
DisclosureSEC source: 0001961247-23-000016 · wf-form4_168012304990279.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,653.16 Underlying: Common Stock · 77.98 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.exercise_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. F1 · derivative.expiration_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 01:02 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | GrantRestricted Stock Units · Derivative | 6,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014982 · doc4.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,711 Underlying: Common Shares · 6,711 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F2 · derivative.exercise_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. F2 · derivative.expiration_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. 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.