Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CATERPILLAR INCCAT · Entity 2808 | Group President | January 05, 2015 | January 07, 2015 |
| ENTERGY CORP /DE/ETR · Entity 221 | Director | August 31, 2026 | September 02, 2026 |
| W.W. GRAINGER, INC.GWW · Entity 2997 | Director | March 01, 2025 | March 05, 2025 |
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.
CATERPILLAR INC
Report date January 05, 2015 · Filed January 07, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $88.51 · Expires 2020-02-01 | Direct | 241,985 |
Reported balance
After 2015-01-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2015-01-05 · Grant · Acquired 241,985 · Balance 241,985 |
ENTERGY CORP /DE/
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,427 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 218 · Balance 47,427 F1: Acquired under Entergy Corporation's Director Stock Program. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired under Entergy Corporation's Director Stock Program.
W.W. GRAINGER, INC.
Report date March 01, 2025 · Filed March 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 22,390 |
Reported balance
After 2025-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-01 · Grant · Acquired 44 · Balance 22,390 F1: 1-for-1 F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director.
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 |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 3, 2021 21:13 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-21-000112 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,047 F1 · kind: Acquired under Entergy Corporation's Director Stock Program. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 21:59 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 74 | $418.30 | $30,954.20 |
DisclosureSEC source: 0001209191-20-061204 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,265 Underlying: Common Stock · 74 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| November 30, 2020 Filed Dec 1, 2020 23:52 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000318 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,826 F1 · kind: Acquired under Entergy Corporation's Director Stock Program. Read SEC document |
| September 01, 2020 Filed Sep 2, 2020 19:58 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 84 | $365.43 | $30,696.12 |
DisclosureSEC source: 0001209191-20-049091 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,191 Underlying: Common Stock · 84 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 21:57 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000245 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,648 F1 · kind: Acquired under Entergy Corporation's Director Stock Program. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:26 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 780 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000189 · edgar.xml · nonDerivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,452 F2 · kind: Reflects phantom stock units acquired under Entergy's Service Recognition Program and each phantom stock unit is the economic equivalent of one share of Entergy common stock. The phantom stock units are vested at the time of grant and will be settled in shares of Entergy common stock after separation of service from Entergy's Board of Directors. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:26 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000189 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,672 F1 · kind: Acquired under Entergy Corporation's Director Stock Program. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 12:44 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 93 | $309.62 | $28,794.66 |
DisclosureSEC source: 0001209191-20-033811 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,107 Underlying: Common Stock · 93 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 21:30 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 576 | $286.02 | $164,747.52 |
DisclosureSEC source: 0001209191-20-026383 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,014 Underlying: Common Stock · 576 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:34 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000091 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,483 F1 · kind: Acquired under Entergy Corporation's 2019 Omnibus Incentive Plan. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:23 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 100 | $277.54 | $27,754.00 |
DisclosureSEC source: 0001209191-20-015153 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,438 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| December 02, 2019 Filed Dec 3, 2019 21:44 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-19-000334 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,327 F1 · kind: Acquired under Entergy Corporation's 2019 Omnibus Incentive Plan. Read SEC document |
| December 01, 2019 Filed Dec 2, 2019 21:11 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 88 | $316.95 | $27,891.60 |
DisclosureSEC source: 0001209191-19-058518 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,338 Underlying: Common Stock · 88 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:30 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-19-000287 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,160 F1 · kind: Acquired under Entergy Corporation's 2019 Omnibus Incentive Plan. Read SEC document |
| September 01, 2019 Filed Sep 4, 2019 18:32 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 100 | $273.65 | $27,365.00 |
DisclosureSEC source: 0001209191-19-048123 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,250 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 18:42 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 105 | $261.69 | $27,477.45 |
DisclosureSEC source: 0001209191-19-034173 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,150 Underlying: Common Stock · 105 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 23:33 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 825 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-19-000215 · edgar.xml · nonDerivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,991 F2 · kind: Reflects phantom stock units acquired under Entergy Corporation's Service Recognition Program and each phantom stock unit is the economic equivalent of one share of Entergy common stock. The phantom stock units are vested at the time of grant and will be settled in shares of Entergy common stock after separation of service from Entergy's Board of Directors. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 23:33 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-19-000215 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,166 F1 · kind: Acquired under Entergy Corporation's 2019 Omnibus Incentive Plan. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 17:22 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 503 | $293.19 | $147,474.57 |
DisclosureSEC source: 0001209191-19-025900 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,045 Underlying: Common Stock · 503 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 19:59 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 82 | $304.77 | $24,991.14 |
DisclosureSEC source: 0001209191-19-015429 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,542 Underlying: Common Stock · 82 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 19:58 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 195 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-19-000093 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,979 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 17:40 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 80 | $314.04 | $25,123.20 |
DisclosureSEC source: 0001209191-18-060749 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,460 Underlying: Common Stock · 80 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 23:04 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-18-000263 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,784 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 22:11 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 70 | $354.07 | $24,784.90 |
DisclosureSEC source: 0001209191-18-049304 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,380 Underlying: Common Stock · 70 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 19:38 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 217 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-18-000218 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,575 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:19 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 81 | $308.99 | $25,028.19 |
DisclosureSEC source: 0001209191-18-035054 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,310 Underlying: Common Stock · 81 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 21:46 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-18-000155 · edgar.xml · nonDerivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,358 F2 · kind: Reflects phantom stock units acquired under Entergy Corporation's Service Recognition Program and each phantom stock unit is the economic equivalent of one share of Entergy common stock. The phantom stock units are vested at the time of grant and will be settled in shares of Entergy common stock after separation of service from Entergy's Board of Directors. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 21:46 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-18-000155 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,369 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 19:31 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 755 | $279.56 | $211,067.80 |
DisclosureSEC source: 0001209191-18-026506 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,229 Underlying: Common Stock · 755 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 17:55 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 85 | $261.55 | $22,231.75 |
DisclosureSEC source: 0001209191-18-015421 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,474 Underlying: Common Stock · 85 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:29 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-18-000078 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,168 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 23:52 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 100 | $221.31 | $22,131.00 |
DisclosureSEC source: 0001209191-17-063663 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,389 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 21:40 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-17-000263 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,953 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 19:04 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 135 | $162.57 | $21,946.95 |
DisclosureSEC source: 0001209191-17-051226 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,289 Underlying: Common Stock · 135 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 20:25 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-17-000191 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,765 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 14:27 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 126 | $172.28 | $21,707.28 |
DisclosureSEC source: 0001209191-17-037014 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,154 Underlying: Common Stock · 126 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:18 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 1,012 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-17-000148 · edgar.xml · nonDerivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,559 F2 · kind: Reflects phantom stock units acquired under Entergy Corporation's Service Recognition Program and each phantom stock unit is the economic equivalent of one share of Entergy common stock. The phantom stock units are vested at the time of grant and will be settled in shares of Entergy common stock after separation of service from Entergy's Board of Directors. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:18 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-17-000148 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,547 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 18:24 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 640 | $193.36 | $123,750.40 |
DisclosureSEC source: 0001209191-17-028649 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,028 Underlying: Common Stock · 640 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 18:48 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 81 | $247.96 | $20,084.76 |
DisclosureSEC source: 0001209191-17-016377 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,388 Underlying: Common Stock · 81 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:03 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-17-000076 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,357 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| December 01, 2016 Filed Dec 1, 2016 21:52 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 85 | $230.57 | $19,598.45 |
DisclosureSEC source: 0001209191-16-152681 · doc4.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,307 Underlying: Common Stock · 85 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following termination of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following termination of service as a director. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 21:41 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 219 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-16-000729 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,161 F1 · kind: Acquired under Entergy Corporation's 2015 Equity Ownership Plan. Read SEC document |
| January 05, 2015 Filed Jan 7, 2015 20:14 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantEmployee Stock Option · Derivative | 241,985 | $0.00 Strike: $88.51 | $0.00 |
DisclosureSEC source: 0000018230-15-000030 · edgar.xml · derivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,985 Underlying: Common Stock · 241,985 shares Expires 2020-02-01 Read SEC document |
| July 18, 2014 Filed Jul 21, 2014 20:13 UTC | CATERPILLAR INC CAT · Entity 2808 | Exercise / conversionStock Appreciation Right · Derivative | 105,000 | $0.00 Strike: $72.05 | $0.00 |
DisclosureSEC source: 0000018230-14-000277 · edgar.xml · derivative · entry 3 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 105,000 shares Expires 2016-02-16 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 |
| July 18, 2014 Filed Jul 21, 2014 20:13 UTC | CATERPILLAR INC CAT · Entity 2808 | Tax withholdingCommon Stock | 16,893 | $109.61 | $1,851,641.73 |
DisclosureSEC source: 0000018230-14-000277 · edgar.xml · nonDerivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,968 Read SEC document |
| July 18, 2014 Filed Jul 21, 2014 20:13 UTC | CATERPILLAR INC CAT · Entity 2808 | Exercise / conversionCommon Stock | 105,000 | $72.05 | $7,565,250.00 |
DisclosureSEC source: 0000018230-14-000277 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,861 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 02, 2014 Filed May 6, 2014 18:03 UTC | CATERPILLAR INC CAT · Entity 2808 | Exercise / conversionRestricted Stock Units · Derivative | 167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-14-000183 · edgar.xml · derivative · entry 3 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333 Underlying: Common Stock · 167 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of Caterpillar Inc. common stock. On May 2, 2014, the reporting person's restricted stock units were settled for an equal number of shares of Caterpillar Inc. common stock. F1 · price: Each restricted stock unit represents the equivalent of one share of Caterpillar Inc. common stock. On May 2, 2014, the reporting person's restricted stock units were settled for an equal number of shares of Caterpillar Inc. common stock. F2 · derivative.expiration_date: Represents restricted stock units (RSUs) awarded pursuant to the Caterpillar Inc. 2006 Long -Term Incentive Plan. Each RSU award vests in three equal annual installments beginning on the third anniversary of the initial grant date of May 2, 2011. Read SEC document |
| May 02, 2014 Filed May 6, 2014 18:03 UTC | CATERPILLAR INC CAT · Entity 2808 | Tax withholdingCommon Stock | 79 | $105.16 | $8,307.25 |
DisclosureSEC source: 0000018230-14-000183 · edgar.xml · nonDerivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,861 Read SEC document |
| May 02, 2014 Filed May 6, 2014 18:03 UTC | CATERPILLAR INC CAT · Entity 2808 | Exercise / conversionCommon Stock | 167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000018230-14-000183 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,940 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the equivalent of one share of Caterpillar Inc. common stock. On May 2, 2014, the reporting person's restricted stock units were settled for an equal number of shares of Caterpillar Inc. common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.