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 |
|---|---|---|---|---|---|---|
| May 14, 2019 Filed May 15, 2019 20:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 2,452 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000024 · wf-form4_155795371609419.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,452 Underlying: Common Stock · 2,452 shares Expires not disclosed F1 · kind: Grant of restricted stock units pursuant to the Amended and Restated 2010 Long-Term 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 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 following termination of service on the Board of Directors. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 16:47 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 1,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-19-000042 · wf-form4_155432443864573.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,645 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 34,645 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 20:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 53.77 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-19-000015 · wf-form4_155415159407743.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530.85 Underlying: Common Stock · 53.77 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five 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 five 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 five 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 07, 2019 Filed Mar 11, 2019 23:14 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | Tax withholdingCommon Stock (Direct) | 48,483 | $20.34 | $986,144.22 |
DisclosureSEC source: 0001225208-19-005064 · doc4.xml · nonDerivative · entry 3 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,084 Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 23:14 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | GrantCommon Stock (Direct) | 28,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-005064 · doc4.xml · nonDerivative · entry 2 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,567 F2 · shares: The restricted stock units vest in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 23:14 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | GrantCommon Stock (Direct) | 86,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-005064 · doc4.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,952 F1 · shares: 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. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 16:54 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 5,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-19-000020 · wf-form4_154931723753025.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,269 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 33,269 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| January 01, 2019 Filed Jan 2, 2019 17:15 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-19-000004 · wf-form4_154646732400028.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,467 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 27,467 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 21:35 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 59.06 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-18-000046 · wf-form4_154508248483115.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477.08 Underlying: Common Stock · 59.06 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five 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 five 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 five 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 |
| November 23, 2018 Filed Nov 27, 2018 00:00 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | Tax withholdingCommon Stock (Direct) | 60,665 | $17.71 | $1,074,377.15 |
DisclosureSEC source: 0001225208-18-015875 · doc4.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,574 Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 16:41 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 1,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-18-000095 · wf-form4_153851285373622.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,767 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 25,767 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| September 07, 2018 Filed Sep 11, 2018 20:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 40.38 | $0.00 | $0.00 |
DisclosureSEC source: 0001492627-18-000034 · wf-form4_153669933900025.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418.02 Underlying: Common Stock · 40.38 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five 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 five 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 five 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 01, 2018 Filed Jul 3, 2018 15:29 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 1,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-18-000065 · wf-form4_153064612606822.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,274 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 24,274 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 20:22 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 36.79 | $0.00 | $0.00 |
DisclosureSEC source: 0001348049-18-000001 · wf-form4_152848932771758.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377.64 Underlying: Common Stock · 36.79 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on five 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 five 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 five 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, 2018 Filed May 11, 2018 21:13 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 1,802 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-18-000006 · wf-form4_152607320710240.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 Underlying: Common Stock · 1,802 shares Expires not disclosed F1 · kind: Grant of restricted stock units pursuant to the Amended and Restated 2010 Long-Term 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 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 following termination of service on the Board of Directors. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:20 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 1,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-18-000047 · wf-form4_152279037689815.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,877 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 22,877 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:39 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 34.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-18-000018 · wf-form4_152270157250447.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340.85 Underlying: Common Stock · 34.4 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on four 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 four 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 four 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 07, 2018 Filed Mar 9, 2018 20:29 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | Tax withholdingCommon Stock (Direct) | 20,455 | $21.97 | $449,396.35 |
DisclosureSEC source: 0001225208-18-005819 · doc4.xml · nonDerivative · entry 3 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,239 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 20:29 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | GrantCommon Stock (Direct) | 29,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005819 · doc4.xml · nonDerivative · entry 2 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,694 F2 · shares: The restricted stock units vest in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 20:29 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | GrantCommon Stock (Direct) | 31,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005819 · doc4.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,216 F1 · shares: Certain restricted stock units granted for the 2015-2017 grant period vest in the form of common stock based upon the Issuer's performance against certain strategic objective goals. On March 7, 2018, the Compensation Committee of the Issuer's Board of Directors determined that the strategic objective goals had been partially met, resulting in the vesting of these shares. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 18:04 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 4,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-18-000027 · wf-form4_151795825606321.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,479 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 21,479 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:20 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-18-000006 · wf-form4_151501802263779.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,227 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 17,227 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 21:20 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 24.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-17-000052 · wf-form4_151328642644664.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306.45 Underlying: Common Stock · 24.76 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on four 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 four 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 four 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 |
| November 23, 2017 Filed Nov 27, 2017 14:22 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | Tax withholdingCommon Stock (Direct) | 2,020 | $23.33 | $47,126.60 |
DisclosureSEC source: 0001225208-17-017676 · doc4.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,613 Read SEC document |
| October 01, 2017 Filed Oct 2, 2017 16:39 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 1,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-17-000090 · wf-form4_150697673825438.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,002 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 16,002 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| September 08, 2017 Filed Sep 12, 2017 20:15 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 27.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-17-000044 · wf-form4_150524731540374.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281.69 Underlying: Common Stock · 27.82 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on four 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 four 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 four 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 01, 2017 Filed Jul 5, 2017 18:35 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 2,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-17-000072 · wf-form4_149929411445125.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,897 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 14,897 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 13:40 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 30.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-17-000032 · wf-form4_149692923354480.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253.87 Underlying: Common Stock · 30.92 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on four 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 four 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 four 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 04, 2017 Filed May 8, 2017 20:10 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantCommon Stock · Derivative | 2,396 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492520-17-000022 · wf-form4_149427420653912.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,396 Underlying: Common Stock · 2,396 shares Expires not disclosed F1 · kind: Grant of restricted stock units pursuant to the Amended and Restated 2010 Long-Term 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 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 following termination of service on the Board of Directors. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 10:46 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 1,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-17-000043 · wf-form4_149131715677661.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,429 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 12,429 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 15:26 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 21.12 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-17-000012 · wf-form4_149097399735942.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222.95 Underlying: Common Stock · 21.12 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on three 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 three 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 three 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 07, 2017 Filed Mar 9, 2017 22:45 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | Tax withholdingCommon Stock (Direct) | 2,576 | $19.97 | $51,442.72 |
DisclosureSEC source: 0001225208-17-005998 · doc4.xml · nonDerivative · entry 2 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,633 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:45 UTC | O-I Glass, Inc. /DE/ OI · Entity 4907 | GrantCommon Stock (Direct) | 33,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005998 · doc4.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,209 F1 · shares: The shares are subject to restrictions on sale that expire, either (i) as to 25% of the shares on each of the four anniversaries of the date of grant of such shares, or (ii) in their entirety upon the grantee's death or disability prior to a termination of employment. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 10:01 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 6,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-17-000015 · wf-form4_148578845169125.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,028 F2 · price: Inapplicable. F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 11,028 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 14:01 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 1,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-17-000005 · wf-form4_148355649363880.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,357 F2 · price: Inapplicable. F1 · acquired: Acquisition of shares of Restricted Stock of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 4,357 shares of Restricted Stock held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 16:39 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 25.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001492520-16-000123 · edgar.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201.83 Underlying: Common Stock · 25.82 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on three 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 three 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 three 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 29, 2016 Filed Sep 30, 2016 11:23 UTC | MERITOR, INC. MTOR · Entity 124864 | GrantCommon Stock | 2,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001113256-16-000069 · wf-form4_147524901299385.xml · nonDerivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,365 F2 · price: Inapplicable. F1 · acquired: Acquisition of shares of Restricted Stock of Meritor, Inc. (the "Company") as equity compensation. F3 · balance_after: Includes 2,365 shares of Restricted Stock held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 14:42 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantDividend Equivalent Rights · Derivative | 25.51 | $0.00 | $0.00 |
DisclosureSEC source: 0001408482-16-000004 · edgar.xml · derivative · entry 1 Bertsch Jan · CIK 0001477291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176.01 Underlying: Common Stock · 25.51 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on three 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 three 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 three 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.