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 |
|---|---|---|---|---|---|---|
| June 30, 2018 Filed Jul 2, 2018 17:55 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 568.59 | $69.25 Strike: $0.00 | $39,374.86 |
DisclosureSEC source: 0001398889-18-000116 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,074.02 Underlying: Common Stock · 568.59 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 |
| May 23, 2018 Filed May 25, 2018 20:38 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033548 · 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: 4,835 Read SEC document |
| March 31, 2018 Filed Apr 2, 2018 19:05 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 574.06 | $68.59 Strike: $0.00 | $39,374.78 |
DisclosureSEC source: 0001398889-18-000069 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,397.83 Underlying: Common Stock · 574.06 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 |
| January 12, 2018 Filed Jan 16, 2018 18:50 UTC | XEROX CORP XRX · Entity 12016 | GrantDeferred Stock Units | 2,793 | $32.23 | $90,004.43 |
DisclosureSEC source: 0001127602-18-001790 · form4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,706 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 253 shares paid on 7/31/17 and 244 shares paid on 10/31/17 from the reinvestment of dividend equivalents paid on Deferred Stock Units held as of 6/30/2017 and 9/29/2017, respectively. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 20:06 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 535.205 | $73.57 Strike: $0.00 | $39,375.03 |
DisclosureSEC source: 0001398889-18-000012 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,712.18 Underlying: Common Stock · 535.205 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, 2017 Filed Oct 2, 2017 19:53 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 560.578 | $70.24 Strike: $0.00 | $39,375.00 |
DisclosureSEC source: 0001398889-17-000151 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,098.607 Underlying: Common Stock · 560.578 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 03, 2017 Filed Aug 7, 2017 14:44 UTC | SPRINT Corp S · Entity 150144 | GrantCommon Stock | 28,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047856 · doc4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,763 F1 · shares: These restricted stock units vest 100% on the earlier of one year from grant date or the date of the 2018 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. F2 · 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 · 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 28,103 restricted stock units which are subject to forfeiture until they vest. Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 18:12 UTC | XEROX CORP XRX · Entity 12016 | GrantDeferred Stock Units | 3,063 | $29.39 | $90,021.57 |
DisclosureSEC source: 0001127602-17-023752 · form4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,416 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: On June 14, 2017, Xerox Corporation effected a 1-for-4 reverse stock split of its Common Stock. The amount of securities reported in this Form 4 has been adjusted to reflect the reverse stock split. F3 · balance_after: This amount includes 221 shares paid on 1/31/17 and 247 shares paid on 4/28/17 from the reinvestment of dividend equivalents paid on Deferred Stock Units held as of 12/15/2016 and 3/31/2017, respectively. These dividend equivalents have been adjusted to reflect the effects of reverse stock split. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 14:45 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 566.791 | $69.47 Strike: $0.00 | $39,374.97 |
DisclosureSEC source: 0001398889-17-000125 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,465.16 Underlying: Common Stock · 566.791 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 |
| March 31, 2017 Filed Apr 3, 2017 20:48 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 586.548 | $67.13 Strike: $0.00 | $39,374.97 |
DisclosureSEC source: 0001398889-17-000073 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,830.19 Underlying: Common Stock · 586.548 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 |
| January 13, 2017 Filed Jan 19, 2017 00:18 UTC | XEROX CORP XRX · Entity 12016 | GrantDeferred Stock Units | 12,803 | $7.03 | $90,005.09 |
DisclosureSEC source: 0001127602-17-001960 · form4.xml · nonDerivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,543 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 767 shares paid on 7/29/16 and 782 shares paid on 10/31/16 from the reinvestment of dividend equivalents paid on Deferred Stock Units held as of 6/30/2016 and 9/30/2016, respectively. These dividend equivalents have been adjusted to reflect the effects of separation. F3 · balance_after: Reflects an antidilution adjustment to the number of DSUs that was made in connection with the legal and structural separation (the "Spin-Off") of Conduent Incorporated from Xerox Corporation ("Xerox"). The number of shares of Xerox's common stock subject to the awards was adjusted based on the number of the shares subject to the DSU awards immediately prior to the Spin-Off and (ii) the ratio of (A) the pre-Spin-Off closing price on December 30, 2016 of Xerox's common stock and (B ) the volume weighted average price of Xerox's common stock trading on the New York Stock Exchange on January 3, 2017. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 21:46 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 625.397 | $62.96 Strike: $0.00 | $39,375.00 |
DisclosureSEC source: 0001398889-17-000022 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,177.62 Underlying: Common Stock · 625.397 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, 2016 Filed Oct 3, 2016 18:52 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 613.222 | $64.21 Strike: $0.00 | $39,374.98 |
DisclosureSEC source: 0001398889-16-000325 · edgar.xml · derivative · entry 1 Tucker Sara Martinez · CIK 0001454655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,478.44 Underlying: Common Stock · 613.222 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.