Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | September 30, 2026 | October 02, 2026 |
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | Director | May 11, 2026 | May 13, 2026 |
| XEROX CORPXRX · Entity 12016 | Director | May 17, 2019 | May 21, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AMERICAN ELECTRIC POWER CO INC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 33,246 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Grant · Acquired 0 · Balance 33,246 F1: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3: Was AEP Stock Price at the time of the transaction. F2: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. |
| Common StockSEC Table I · non-derivative | Direct | 1,815 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,815 |
Filing footnotes · ownership attribution and instrument terms
F1: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock.
F2: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time.
F3: Was AEP Stock Price at the time of the transaction.
SERVICE CORP INTERNATIONAL
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 30,293 |
Reported balance
After 2026-05-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 2,448 · Balance 30,293 |
XEROX CORP
Report date May 17, 2019 · Filed May 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table I · non-derivative | Direct | 43,834 |
Reported balance
After 2019-05-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-05-17 · Grant · Acquired 2,390 · Balance 43,834 F1: Each DSU represent the right to receive one share of common stock upon the reporting person's termination of service as a director. F2: This amount includes 375 shares paid on 7/31/18, 376 shares paid on 10/31/18, 522 shares paid on 1/31/2019 and 321 shares paid on April 30, 2019 from the reinvestment of dividend equivalents paid on Deferred Stock Units held as of 6/29/2018, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Each DSU represent the right to receive one share of common stock upon the reporting person's termination of service as a director.
F2: This amount includes 375 shares paid on 7/31/18, 376 shares paid on 10/31/18, 522 shares paid on 1/31/2019 and 321 shares paid on April 30, 2019 from the reinvestment of dividend equivalents paid on Deferred Stock Units held as of 6/29/2018, respectively.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cornerstone OnDemand Inc
Report date October 15, 2021 · Filed October 18, 2021
Section 16 reporting ended · disclosed 2021-10-18. 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 2021-10-15 transaction · row 1
1 source rowRow 1 · 2021-10-15 · Disposition to issuer · Disposed 9,212 · Balance 0 F1: Reflects disposition of Issuer restricted stock unit awards (each, an "Issuer RSU") in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021. F2: Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each Issuer RSU owned by a non-employee member of Issuer's board of directors (each, a "Director RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition of Issuer restricted stock unit awards (each, an "Issuer RSU") in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021.
F2: Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each Issuer RSU owned by a non-employee member of Issuer's board of directors (each, a "Director RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes.
SPRINT Corp
Report date April 01, 2020 · Filed April 02, 2020
Section 16 reporting ended · disclosed 2020-04-02. 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 2020-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-04-01 · Disposition to issuer · Disposed 233,341 · Balance 0 F1: Disposed of pursuant to merger agreement under which a wholly owned subsidiary of T-Mobile US, Inc. ("T-Mobile") merged with and into Issuer, with Issuer continuing as the surviving corporation and a wholly owned subsidiary of T-Mobile (the "Merger"). Includes (i) 93,825 shares of Issuer common stock exchanged for 9,622 shares of T-Mobile common stock; and (ii) 139,516 RSUs that were automatically converted into 14,309 RSUs of T-Mobile. The vesting of the RSUs was accelerated upon the Reporting Person's cessation of board service following the effective time of the Merger. Shares of T-Mobile common stock had a market value of $85.13 per share on the effective date of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement under which a wholly owned subsidiary of T-Mobile US, Inc. ("T-Mobile") merged with and into Issuer, with Issuer continuing as the surviving corporation and a wholly owned subsidiary of T-Mobile (the "Merger"). Includes (i) 93,825 shares of Issuer common stock exchanged for 9,622 shares of T-Mobile common stock; and (ii) 139,516 RSUs that were automatically converted into 14,309 RSUs of T-Mobile. The vesting of the RSUs was accelerated upon the Reporting Person's cessation of board service following the effective time of the Merger. Shares of T-Mobile common stock had a market value of $85.13 per share on the effective date of the Merger.
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 30, 2026 Filed Oct 2, 2026 19:28 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $118.64 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-064415 · wk-form4_1790954923.xml · derivative · entry 2 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,246 Underlying: Common Stock · 379 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F1 · derivative.underlying_shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 18:05 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $136.81 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-046439 · wk-form4_1782929103.xml · derivative · entry 2 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,579 Underlying: Common Stock · 310 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F1 · derivative.underlying_shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. Read SEC document |
| May 11, 2026 Filed May 13, 2026 15:36 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-034445 · wk-form4_1778686603.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 30,293 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 18:24 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $131.08 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023022 · wk-form4_1775154293.xml · derivative · entry 2 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,037 Underlying: Common Stock · 324 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F1 · derivative.underlying_shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 18:53 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 368 | $115.31 Strike: $0.00 | $42,434.08 |
DisclosureSEC source: 0001628280-26-000318 · wk-form4_1767639207.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,261 Underlying: Common Stock · 368 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F1 · derivative.underlying_shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 16:03 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 377 | $112.50 Strike: $0.00 | $42,412.50 |
DisclosureSEC source: 0001628280-25-043582 · wk-form4_1759421022.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,893 Underlying: Common Stock · 377 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F1 · derivative.underlying_shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. Read SEC document |
| July 22, 2025 Filed Jul 23, 2025 17:54 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 1,815 | $110.16 | $199,940.40 |
DisclosureSEC source: 0000004904-25-000129 · wk-form4_1753293201.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,073 F1 · shares: On July 22, 2025, Ms. Tucker received 1,815 unrestricted stock units for her service as Chair of the Board of Directors to the Company. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 15:17 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 409.59 | $103.76 Strike: $0.00 | $42,499.06 |
DisclosureSEC source: 0000004904-25-000114 · wk-form4_1751469416.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,264.66 Underlying: Common Stock · 409.59 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F1 · derivative.underlying_shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. Read SEC document |
| May 06, 2025 Filed May 8, 2025 16:44 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-023619 · wk-form4_1746722661.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 27,845 Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 18:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $109.27 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002052433-25-000016 · wk-form4_1743620274.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,558.72 Underlying: Common Stock · 388.94 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:04 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 460.8 | $92.23 Strike: $0.00 | $42,499.58 |
DisclosureSEC source: 0001398889-25-000024 · wk-form4_1735938234.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,002 Underlying: Common Stock · 460.8 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 15:06 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 414.23 | $102.60 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0001398889-24-000205 · wk-form4_1727881583.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,909.75 Underlying: Common Stock · 414.23 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| September 30, 2024 Filed Jan 3, 2025 21:03 UTC Amendment | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 414.23 | $102.60 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0001398889-25-000019 · wk-form4a_1735938181.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,237 Underlying: Common Stock · 414.23 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 15:36 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 484.38 | $87.74 Strike: $0.00 | $42,499.50 |
DisclosureSEC source: 0001398889-24-000176 · wk-form4_1719934560.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,648.13 Underlying: Common Stock · 484.38 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| May 07, 2024 Filed May 9, 2024 20:04 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,642 | $0.00 | $0.00 |
DisclosureSEC source: 0000089089-24-000113 · wk-form4_1715285074.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 25,331 Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 19:29 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 493.61 | $86.10 Strike: $0.00 | $42,499.82 |
DisclosureSEC source: 0001398889-24-000122 · wk-form4_1712086141.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,905.45 Underlying: Common Stock · 493.61 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 16:24 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 523.27 | $81.22 Strike: $0.00 | $42,499.99 |
DisclosureSEC source: 0001398889-24-000017 · wk-form4_1704299041.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,152.97 Underlying: Common Stock · 523.27 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 18:41 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 565.009 | $75.22 Strike: $0.00 | $42,499.98 |
DisclosureSEC source: 0001398889-23-000150 · wk-form4_1696358488.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,365.89 Underlying: Common Stock · 565.009 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 14:18 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 504.751 | $84.20 Strike: $0.00 | $42,500.03 |
DisclosureSEC source: 0001920310-23-000024 · wk-form4_1688566730.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,498.55 Underlying: Common Stock · 504.751 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| May 02, 2023 Filed May 4, 2023 13:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027230 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 22,689 Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 467.084 | $90.99 Strike: $0.00 | $42,499.97 |
DisclosureSEC source: 0001398889-23-000101 · wf-form4_168063355910561.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,734.08 Underlying: Common Stock · 467.084 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 20:21 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 429.173 | $94.95 Strike: $0.00 | $40,749.98 |
DisclosureSEC source: 0001398889-23-000021 · wf-form4_167286368177467.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,039.51 Underlying: Common Stock · 429.173 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 18:15 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 471.37 | $86.45 Strike: $0.00 | $40,749.94 |
DisclosureSEC source: 0001920310-22-000039 · wf-form4_166490721996675.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,460.3 Underlying: Common Stock · 471.37 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 19:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 424.745 | $95.94 Strike: $0.00 | $40,750.04 |
DisclosureSEC source: 0001398889-22-000167 · wf-form4_165704872922407.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,231.43 Underlying: Common Stock · 424.745 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or shares following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| May 04, 2022 Filed May 6, 2022 15:11 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027492 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 20,005 Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 18:31 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 408.43 | $99.77 Strike: $0.00 | $40,749.06 |
DisclosureSEC source: 0001398889-22-000109 · wf-form4_164909708591696.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,181.83 Underlying: Common Stock · 408.43 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 17:36 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 458.02 | $88.97 Strike: $0.00 | $40,750.04 |
DisclosureSEC source: 0001398889-22-000024 · wf-form4_164131775693508.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,630.89 Underlying: Common Stock · 458.02 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 16:09 UTC | Cornerstone OnDemand Inc CSOD · Entity 134445 | Disposition to issuerCommon Stock | 9,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-060667 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Reflects disposition of Issuer restricted stock unit awards (each, an "Issuer RSU") in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021. F2 · price: Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each Issuer RSU owned by a non-employee member of Issuer's board of directors (each, a "Director RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 19:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 501.97 | $81.18 Strike: $0.00 | $40,749.92 |
DisclosureSEC source: 0001398889-21-000173 · wf-form4_163311594268261.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,014.93 Underlying: Common Stock · 501.97 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F1 · shares: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 19:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 481.73 | $84.59 Strike: $0.00 | $40,749.54 |
DisclosureSEC source: 0001398889-21-000134 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,337.95 Underlying: Common Stock · 481.73 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 20:19 UTC | Cornerstone OnDemand Inc CSOD · Entity 134445 | GrantCommon Stock | 9,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039439 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,212 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). One-third (1/3) of the RSUs will vest on the first, second and third anniversaries of the grant date, subject to the Reporting Person's continued service as of each such date. Read SEC document |
| May 12, 2021 Filed May 13, 2021 21:45 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 3,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032411 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 17,392 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:55 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 481.11 | $84.70 Strike: $0.00 | $40,750.02 |
DisclosureSEC source: 0001398889-21-000076 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,697.09 Underlying: Common Stock · 481.11 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 15:21 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 489.37 | $83.27 Strike: $0.00 | $40,749.84 |
DisclosureSEC source: 0001398889-21-000014 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,071.61 Underlying: Common Stock · 489.37 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 16:00 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 498.59 | $81.73 Strike: $0.00 | $40,749.76 |
DisclosureSEC source: 0001398889-20-000127 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,431.79 Underlying: Common Stock · 498.59 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 18:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 511.678 | $79.64 Strike: $0.00 | $40,750.04 |
DisclosureSEC source: 0001398889-20-000111 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,795.84 Underlying: Common Stock · 511.678 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| May 13, 2020 Filed May 14, 2020 23:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029365 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 14,072 Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 19:09 UTC | SPRINT Corp S · Entity 150144 | Disposition to issuerCommon Stock | 233,341 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-20-000163 · edgar.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to merger agreement under which a wholly owned subsidiary of T-Mobile US, Inc. ("T-Mobile") merged with and into Issuer, with Issuer continuing as the surviving corporation and a wholly owned subsidiary of T-Mobile (the "Merger"). Includes (i) 93,825 shares of Issuer common stock exchanged for 9,622 shares of T-Mobile common stock; and (ii) 139,516 RSUs that were automatically converted into 14,309 RSUs of T-Mobile. The vesting of the RSUs was accelerated upon the Reporting Person's cessation of board service following the effective time of the Merger. Shares of T-Mobile common stock had a market value of $85.13 per share on the effective date of the Merger. F1 · balance_after: Disposed of pursuant to merger agreement under which a wholly owned subsidiary of T-Mobile US, Inc. ("T-Mobile") merged with and into Issuer, with Issuer continuing as the surviving corporation and a wholly owned subsidiary of T-Mobile (the "Merger"). Includes (i) 93,825 shares of Issuer common stock exchanged for 9,622 shares of T-Mobile common stock; and (ii) 139,516 RSUs that were automatically converted into 14,309 RSUs of T-Mobile. The vesting of the RSUs was accelerated upon the Reporting Person's cessation of board service following the effective time of the Merger. Shares of T-Mobile common stock had a market value of $85.13 per share on the effective date of the Merger. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 17:01 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 509.5 | $79.98 Strike: $0.00 | $40,749.81 |
DisclosureSEC source: 0001398889-20-000087 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,152.97 Underlying: Common Stock · 509.5 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 15:29 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 416.62 | $94.51 Strike: $0.00 | $39,374.76 |
DisclosureSEC source: 0001398889-20-000027 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,480.56 Underlying: Common Stock · 416.62 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 18:48 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 420.26 | $93.69 Strike: $0.00 | $39,374.16 |
DisclosureSEC source: 0001398889-19-000154 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,961.15 Underlying: Common Stock · 420.26 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 09:39 UTC | SPRINT Corp S · Entity 150144 | GrantCommon Stock | 33,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044404 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,341 F1 · shares: These restricted stock units are issued under Sprint Corporation's Amended and Restated 2015 Omnibus Incentive Plan. Each unit represents the right to receive one share of the underlying security at a date in the future. F2 · shares: These restricted stock units vest 100 percent on (1) the earlier of the Annual Meeting of Shareholders in 2020 or the first anniversary of the Date of Grant, (2) on Separation from Service with the Board due to death, Disability; or involuntary Separation from Service with the Board following a Change in Control of the Corporation. F3 · balance_after: Includes 72,578 restricted stock units which are subject to forfeiture until they vest. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 19:23 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 447.39 | $88.01 Strike: $0.00 | $39,374.79 |
DisclosureSEC source: 0001398889-19-000121 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,450.94 Underlying: Common Stock · 447.39 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| May 17, 2019 Filed May 21, 2019 20:17 UTC | XEROX CORP XRX · Entity 12016 | GrantDeferred Stock Units | 2,390 | $32.36 | $77,328.45 |
DisclosureSEC source: 0001127602-19-019359 · form4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,834 F1 · security: Each DSU represent the right to receive one share of common stock upon the reporting person's termination of service as a director. F2 · balance_after: This amount includes 375 shares paid on 7/31/18, 376 shares paid on 10/31/18, 522 shares paid on 1/31/2019 and 321 shares paid on April 30, 2019 from the reinvestment of dividend equivalents paid on Deferred Stock Units held as of 6/29/2018, respectively. Read SEC document |
| May 08, 2019 Filed May 10, 2019 18:10 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028766 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 9,135 Read SEC document |
| March 31, 2019 Filed Apr 1, 2019 20:43 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 470.15 | $83.75 Strike: $0.00 | $39,375.06 |
DisclosureSEC source: 0001398889-19-000064 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,903.94 Underlying: Common Stock · 470.15 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 21:57 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 526.82 | $74.74 Strike: $0.00 | $39,374.53 |
DisclosureSEC source: 0001398889-19-000022 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,350.09 Underlying: Common Stock · 526.82 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 30, 2018 Filed Oct 1, 2018 20:26 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 555.51 | $70.88 Strike: $0.00 | $39,374.55 |
DisclosureSEC source: 0001398889-18-000139 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,724.03 Underlying: Common Stock · 555.51 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 10:11 UTC | SPRINT Corp S · Entity 150144 | GrantCommon Stock | 39,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045958 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,915 F1 · shares: These restricted stock units are issued under Sprint Corporation's Amended and Restated 2015 Omnibus Incentive Plan. Each unit represents the right to receive one share of the underlying security at a date in the future. F2 · shares: These restricted stock units vest 100% on the earlier of one year from grant date or the date of the 2019 Annual Meeting of Shareholders, or (2) on Separation from Service with the Board due to death, Disability; or involuntary Separation from Service with the Board following a Change in Control of the Corporation. F1 · price: These restricted stock units are issued under Sprint Corporation's Amended and Restated 2015 Omnibus Incentive Plan. Each unit represents the right to receive one share of the underlying security at a date in the future. F3 · balance_after: Includes 39,152 restricted stock units which are subject to forfeiture until they vest. Read SEC document |
| July 13, 2018 Filed Jul 17, 2018 19:23 UTC | XEROX CORP XRX · Entity 12016 | GrantDeferred Stock Units | 3,551 | $25.35 | $90,000.10 |
DisclosureSEC source: 0001127602-18-023379 · form4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,850 F1 · security: Each DSU represent the right to receive one share of common stock upon the reporting person's termination of service as a director. F2 · balance_after: This amount includes 281 shares paid on 1/31/18 and 312 shares paid on 4/30/18 from the reinvestment of dividend equivalents paid on Deferred Stock Units held as of 12/29/2017 and 3/30/2018, respectively. 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.