Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BKV CorpBKV · Entity 4292 | Director | June 11, 2026 | June 12, 2026 |
| CROWN CASTLE INC.CCI · Entity 3127 | EVP & Chief Financial Officer | April 10, 2026 | April 14, 2026 |
| Ibotta, Inc.IBTA · Entity 2177 | CHIEF FINANCIAL OFFICER | March 01, 2025 | March 04, 2025 |
| LEVEL 3 COMMUNICATIONS INCLVLT · Entity 172141 | Executive VP and CFO | July 05, 2017 | July 06, 2017 |
| Lumen Technologies, Inc.CTL · Entity 3749 | Executive Vice President & CFO | June 01, 2018 | June 06, 2018 |
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.
BKV Corp
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,889 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 7,128 · Balance 62,889 F1: Represents restricted stock units granted to the reporting person under the Issuer's non-employee director compensation program that vest the day prior to Issuer's 2027 annual stockholder meeting. Each restricted stock unit represents a contingent right to receive one share of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted to the reporting person under the Issuer's non-employee director compensation program that vest the day prior to Issuer's 2027 annual stockholder meeting. Each restricted stock unit represents a contingent right to receive one share of Common Stock.
CROWN CASTLE INC.
Report date April 10, 2026 · Filed April 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 Par ValueSEC Table I · non-derivative | Direct | 13,050 |
Ending reported balance
After 2026-04-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-10 · Exercise / conversion · Acquired 9,649 · Balance 16,847 Row 2 · 2026-04-10 · Tax withholding · Disposed 3,797 · Balance 13,050 F1: Represents shares withheld by the issuer to satisfy the reporting person's tax withholding. |
| Time RSUsSEC Table II · derivative / convertible security | Direct | 19,303 |
Reported balance
After 2026-04-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-10 · Exercise / conversion · Disposed 9,649 · Balance 19,303 F2: Each Restricted Stock Unit ("RSU") is issued pursuant to the Crown Castle Inc. 2022 Long-Term Incentive Plan, as amended, and represents a contingent right to receive one share of common stock. F3: 33 1/3% of the original grant amount of these Time RSUs are scheduled to vest on April 10 of each of 2026, 2027 and 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the issuer to satisfy the reporting person's tax withholding.
F2: Each Restricted Stock Unit ("RSU") is issued pursuant to the Crown Castle Inc. 2022 Long-Term Incentive Plan, as amended, and represents a contingent right to receive one share of common stock.
F3: 33 1/3% of the original grant amount of these Time RSUs are scheduled to vest on April 10 of each of 2026, 2027 and 2028.
Ibotta, Inc.
Report date March 01, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 555,275 |
Reported balance
After 2025-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-01 · Tax withholding · Disposed 2,660 · Balance 555,275 F1: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units. F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.
F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
LEVEL 3 COMMUNICATIONS INC
Report date July 05, 2017 · Filed July 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 545,330 |
Reported balance
After 2017-07-05 transaction · row 1
1 source rowRow 1 · 2017-07-05 · Sale · Disposed 16,653 · Balance 545,330 F1: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the lapsing of restrictions on transfer associated with previously granted restricted stock units. F2: This is a weighted average price. The prices actually received ranged from $58.87 to $59.62. The Reporting Person has provided to the issuer and will provide to any security holder or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each price within the range. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 5,963 |
Reported balance
Holding disclosure · report date 2017-07-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,963 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,000 |
Reported balance
Holding disclosure · report date 2017-07-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the lapsing of restrictions on transfer associated with previously granted restricted stock units.
F2: This is a weighted average price. The prices actually received ranged from $58.87 to $59.62. The Reporting Person has provided to the issuer and will provide to any security holder or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each price within the range.
Lumen Technologies, Inc.
Report date June 01, 2018 · Filed June 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,193,303 |
Reported balance
After 2018-06-01 transaction · row 1
1 source rowRow 1 · 2018-06-01 · Grant · Acquired 104,976 · Balance 1,193,303 F1: Represents a special performance-based grant of restricted stock, the vesting of which is dependent upon the extent to which the applicable performance metrics are met. Any earned shares will vest on the third anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 9,210 |
Reported balance
Holding disclosure · report date 2018-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,210 |
| Common StockSEC Table I · non-derivative | Indirectby IRA | 1,428 |
Reported balance
Holding disclosure · report date 2018-06-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,428 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a special performance-based grant of restricted stock, the vesting of which is dependent upon the extent to which the applicable performance metrics are met. Any earned shares will vest on the third anniversary of the date of grant.
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 11, 2026 Filed Jun 12, 2026 14:49 UTC | BKV Corp BKV · Entity 4292 | GrantCommon Stock | 7,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042785 · wk-form4_1781290194.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,889 F1 · shares: Represents restricted stock units granted to the reporting person under the Issuer's non-employee director compensation program that vest the day prior to Issuer's 2027 annual stockholder meeting. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| April 10, 2026 Filed Apr 14, 2026 20:33 UTC | CROWN CASTLE INC. CCI · Entity 3127 | Exercise / conversionTime RSUs · Derivative | 9,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001233367-26-000007 · wk-form4_1776198789.xml · derivative · entry 3 PATEL SUNIT S · CIK 0001233367 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,303 Underlying: Common Stock · 9,649 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") is issued pursuant to the Crown Castle Inc. 2022 Long-Term Incentive Plan, as amended, and represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: 33 1/3% of the original grant amount of these Time RSUs are scheduled to vest on April 10 of each of 2026, 2027 and 2028. F3 · derivative.expiration_date: 33 1/3% of the original grant amount of these Time RSUs are scheduled to vest on April 10 of each of 2026, 2027 and 2028. Read SEC document |
| April 10, 2026 Filed Apr 14, 2026 20:33 UTC | CROWN CASTLE INC. CCI · Entity 3127 | Tax withholdingCommon Stock, $0.01 Par Value | 3,797 | $86.57 | $328,706.29 |
DisclosureSEC source: 0001233367-26-000007 · wk-form4_1776198789.xml · nonDerivative · entry 2 PATEL SUNIT S · CIK 0001233367 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,050 F1 · shares: Represents shares withheld by the issuer to satisfy the reporting person's tax withholding. Read SEC document |
| April 10, 2026 Filed Apr 14, 2026 20:33 UTC | CROWN CASTLE INC. CCI · Entity 3127 | Exercise / conversionCommon Stock, $0.01 Par Value | 9,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001233367-26-000007 · wk-form4_1776198789.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,847 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 22:22 UTC | CROWN CASTLE INC. CCI · Entity 3127 | GrantTime RSUs · Derivative | 20,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001233367-26-000005 · wk-form4_1772230968.xml · derivative · entry 1 PATEL SUNIT S · CIK 0001233367 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,218 Underlying: Common Stock · 20,218 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") is issued pursuant to the Crown Castle Inc. ("Company") 2022 Long-Term Incentive Plan, as amended, and represents a contingent right to receive one share of common stock, and vesting (i.e., forfeiture restriction termination) generally is subject to (i) the reporting person remaining an employee or director of the Company or its affiliates and (ii) the other criteria described in the footnote below. F2 · derivative.exercise_date: 33 1/3% of the Time RSUs may vest on February 19 of each of 2027, 2028 and 2029. F2 · derivative.expiration_date: 33 1/3% of the Time RSUs may vest on February 19 of each of 2027, 2028 and 2029. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 22:41 UTC | CROWN CASTLE INC. CCI · Entity 3127 | Exercise / conversionTime RSUs · Derivative | 5,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001233367-26-000003 · wk-form4_1771886460.xml · derivative · entry 3 PATEL SUNIT S · CIK 0001233367 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,452 Underlying: Common Stock · 5,726 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU was issued pursuant to the Crown Castle Inc. ("Company") 2022 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock, and vesting (i.e., forfeiture restriction termination) generally is subject to (i) the reporting person remaining an employee or director of the Company or its affiliates and (ii) the other criteria described in the footnote below. F3 · derivative.exercise_date: These Time RSUs were previously granted on February 26, 2025. 33 1/3% of the original grant amount of these Time RSUs vest on February 19 of each of 2026, 2027 and 2028. F3 · derivative.expiration_date: These Time RSUs were previously granted on February 26, 2025. 33 1/3% of the original grant amount of these Time RSUs vest on February 19 of each of 2026, 2027 and 2028. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 22:41 UTC | CROWN CASTLE INC. CCI · Entity 3127 | Tax withholdingCommon Stock, $0.01 Par Value | 1,447 | $87.43 | $126,511.21 |
DisclosureSEC source: 0001233367-26-000003 · wk-form4_1771886460.xml · nonDerivative · entry 2 PATEL SUNIT S · CIK 0001233367 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,198 F1 · shares: Represents shares withheld by the issuer to satisfy the reporting person's tax withholding obligation in connection with the vesting of certain Restricted Stock Units ("RSUs") previously granted to the reporting person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e). Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 22:41 UTC | CROWN CASTLE INC. CCI · Entity 3127 | Exercise / conversionCommon Stock, $0.01 Par Value | 5,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001233367-26-000003 · wk-form4_1771886460.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,645 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 19, 2025 Filed Jun 20, 2025 14:50 UTC | BKV Corp BKV · Entity 4292 | GrantCommon Stock | 5,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032333 · wk-form4_1750445449.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,761 F1 · shares: Represents restricted stock units granted to the reporting person under the Issuer's non-employee director compensation program that vest the day prior to Issuer's 2026 annual stockholder meeting. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:25 UTC | CROWN CASTLE INC. CCI · Entity 3127 | GrantTime RSUs · Derivative | 28,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001051470-25-000113 · wk-form4_1743629107.xml · derivative · entry 2 PATEL SUNIT S · CIK 0001233367 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,952 Underlying: Common Stock · 28,952 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") is issued pursuant to the Company's 2022 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock, and vesting (i.e., forfeiture restriction termination) generally is subject to (i) the reporting person remaining an employee or director of the Company or its affiliates and (ii) the other criteria described in the footnotes below. F3 · derivative.exercise_date: Granted in connection with the reporting person's appointment as Executive Vice President and Chief Financial Officer, effective April 1, 2025. These Time RSUs vest on April 10 of each of 2026, 2027 and 2028, subject to the reporting person's continued employment through each applicable vesting date. F3 · derivative.expiration_date: Granted in connection with the reporting person's appointment as Executive Vice President and Chief Financial Officer, effective April 1, 2025. These Time RSUs vest on April 10 of each of 2026, 2027 and 2028, subject to the reporting person's continued employment through each applicable vesting date. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:25 UTC | CROWN CASTLE INC. CCI · Entity 3127 | GrantTime RSUs · Derivative | 17,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001051470-25-000113 · wk-form4_1743629107.xml · derivative · entry 1 PATEL SUNIT S · CIK 0001233367 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,178 Underlying: Common Stock · 17,178 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") is issued pursuant to the Company's 2022 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock, and vesting (i.e., forfeiture restriction termination) generally is subject to (i) the reporting person remaining an employee or director of the Company or its affiliates and (ii) the other criteria described in the footnotes below. F2 · derivative.exercise_date: 33.1/3% of these Time RSUs vest on February 19th of 2026, 2027 and 2028. F2 · derivative.expiration_date: 33.1/3% of these Time RSUs vest on February 19th of 2026, 2027 and 2028. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 16:19 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 2,660 | $34.01 | $90,466.60 |
DisclosureSEC source: 0001628280-25-009867 · wk-form4_1741123165.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 555,275 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units. F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| January 13, 2025 Filed Jan 15, 2025 19:36 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 96,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001653 · wk-form4_1736987778.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 557,935 F1 · shares: Represents the grant of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each such date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 19:45 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 6,680 | $73.14 | $488,575.20 |
DisclosureSEC source: 0001628280-24-049844 · wk-form4_1733273124.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461,310 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units. F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 15:29 UTC | BKV Corp BKV · Entity 4292 | PurchaseCommon Stock | 50,000 | $18.00 | $900,000.00 |
DisclosureSEC source: 0001104659-24-104883 · tm2425290d18_4seq1.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 F1 · shares: Represents shares of common stock, par value $0.01 per share, purchased by the reporting person through the reserved share program conducted in connection with the Issuer's initial public offering. Read SEC document |
| May 09, 2024 Filed Aug 6, 2024 20:39 UTC | CROWN CASTLE INC. CCI · Entity 3127 | SaleCommon Stock, $0.01 Par Value | 42 | $98.80 | $4,149.60 |
DisclosureSEC source: 0001051470-24-000190 · wk-form4_1722976753.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,919 F1 · shares: This Form 4 is being filed late due to an inadvertent administrative error. The sale reported herein was executed by the account manager for the benefit of the reporting person's managed account, without any instruction from or knowledge of the reporting person. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $19.25 | Not disclosed |
DisclosureSEC source: 0001415889-24-011305 · form4-04222024_040429.xml · derivative · entry 4 PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2032-02-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F3 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $19.25 | Not disclosed |
DisclosureSEC source: 0001415889-24-011305 · form4-04222024_040429.xml · derivative · entry 3 PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2032-02-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F3 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 467,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011305 · form4-04222024_040429.xml · nonDerivative · entry 2 PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 467,990 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 467,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011305 · form4-04222024_040429.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:21 UTC | CROWN CASTLE INC. CCI · Entity 3127 | GrantCommon Stock, $0.01 Par Value | 2,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001051470-24-000094 · wk-form4_1708726869.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,919 F1 · shares: The stock is issued pursuant to the Crown Castle Inc. 2022 Long-Term Incentive Plan as a component of non-employee director compensation. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 22:32 UTC | CROWN CASTLE INC. CCI · Entity 3127 | GrantCommon Stock, $0.01 Par Value | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001051470-24-000013 · wk-form4_1704925954.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 784 F1 · shares: The stock is issued pursuant to the Company's 2022 Long-Term Incentive Plan as a component of non-employee director compensation. Read SEC document |
| June 01, 2018 Filed Jun 6, 2018 21:11 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 104,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036113 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,193,303 F1 · kind: Represents a special performance-based grant of restricted stock, the vesting of which is dependent upon the extent to which the applicable performance metrics are met. Any earned shares will vest on the third anniversary of the date of grant. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:12 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | Tax withholdingCommon Stock | 21,443 | $17.40 | $373,108.20 |
DisclosureSEC source: 0001209191-18-016635 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088,327 F1 · kind: Shares withheld to cover taxes due on vesting of restricted stock units. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:24 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 173,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013098 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,109,770 F1 · kind: Represents a grant of restricted stock (40% time-based and 60% performance-based). The time-based portion will vest in three equal annual installments beginning one year from the date of grant. Vesting of the performance-based portion is dependent upon the extent to which the two-year performance metric is achieved, with any earned shares vesting in two equal installments on February 21 of each of 2020 and 2021. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:07 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 1,428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-059233 · doc4.xml · nonDerivative · entry 7 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,428 F1 · price: On November 1, 2017, the Issuer acquired Level 3 Communications, Inc. ("Level 3" and such acquisition, the "Merger") pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Level 3, Wildcat Merger Sub I LLC and WWG Merger Sub LLC. Upon the Effective Time (as defined in the Merger Agreement), each outstanding Level 3 common share held by the Reporting Person was converted into the right to receive (a) $26.50 in cash, without interest, and (b) 1.4286 shares of the Issuer's common stock, with cash paid in lieu of fractional shares. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:07 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 8,538 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-059233 · doc4.xml · nonDerivative · entry 6 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 8,538 F1 · price: On November 1, 2017, the Issuer acquired Level 3 Communications, Inc. ("Level 3" and such acquisition, the "Merger") pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Level 3, Wildcat Merger Sub I LLC and WWG Merger Sub LLC. Upon the Effective Time (as defined in the Merger Agreement), each outstanding Level 3 common share held by the Reporting Person was converted into the right to receive (a) $26.50 in cash, without interest, and (b) 1.4286 shares of the Issuer's common stock, with cash paid in lieu of fractional shares. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:07 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 67,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059233 · doc4.xml · nonDerivative · entry 5 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936,273 F5 · kind: Represents a grant of restricted stock that will vest on November 1, 2018. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:07 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 77,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059233 · doc4.xml · nonDerivative · entry 4 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 868,896 F4 · kind: Represents a grant of restricted stock that will vest on November 1, 2020, with payout ranging between 0-200% based on the level of achievement on two separate but equally-weighted performance criteria (one qualitative and one quantitative). Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:07 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | Disposition to issuerCommon Stock | 387,437 | $17.85 | $6,915,750.45 |
DisclosureSEC source: 0001209191-17-059233 · doc4.xml · nonDerivative · entry 3 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,154 F3 · price: Effective immediately following the Merger, pursuant to an agreement between the Issuer and the Reporting Person, these RSUs were fully vested and converted to a deferred cash award, which will pay out in accordance with the original award payout schedule. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:07 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 533,699 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-059233 · doc4.xml · nonDerivative · entry 2 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,178,591 F2 · price: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding Level 3 restricted stock unit award was converted into a restricted stock unit award (the "RSUs") relating to a number of shares of the Issuer's common stock (rounded up to the nearest whole share) equal to the product of (a) 2.8386 (the Equity Award Exchange Ratio, calculated as provided in the Merger Agreement) multiplied by (b) the number of Level 3 common shares subject to the award immediately prior to the Effective Time. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:07 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 644,892 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-059233 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,892 F1 · price: On November 1, 2017, the Issuer acquired Level 3 Communications, Inc. ("Level 3" and such acquisition, the "Merger") pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Level 3, Wildcat Merger Sub I LLC and WWG Merger Sub LLC. Upon the Effective Time (as defined in the Merger Agreement), each outstanding Level 3 common share held by the Reporting Person was converted into the right to receive (a) $26.50 in cash, without interest, and (b) 1.4286 shares of the Issuer's common stock, with cash paid in lieu of fractional shares. Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 16:22 UTC | LEVEL 3 COMMUNICATIONS INC LVLT · Entity 172141 | SaleCommon Stock | 16,653 | $59.10 | $984,125.69 |
DisclosureSEC source: 0001225208-17-012341 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,330 F1 · kind: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the lapsing of restrictions on transfer associated with previously granted restricted stock units. F2 · price: This is a weighted average price. The prices actually received ranged from $58.87 to $59.62. The Reporting Person has provided to the issuer and will provide to any security holder or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each price within the range. F1 · acquired: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the lapsing of restrictions on transfer associated with previously granted restricted stock units. Read SEC document |
| April 04, 2017 Filed Apr 5, 2017 16:31 UTC | LEVEL 3 COMMUNICATIONS INC LVLT · Entity 172141 | SaleCommon Stock | 26,488 | $57.49 | $1,522,901.07 |
DisclosureSEC source: 0001225208-17-007653 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 561,983 F1 · kind: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the lapsing of restrictions on transfer associated with previously granted restricted stock units. F2 · price: This is a weighted average price. The prices actually received ranged from $57.39 to $57.62. The Reporting Person has provided to the issuer and will provide to any security holder or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each price within the range. F1 · acquired: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the lapsing of restrictions on transfer associated with previously granted restricted stock units. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 18:44 UTC | LEVEL 3 COMMUNICATIONS INC LVLT · Entity 172141 | GrantCommon Stock | 57,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-007542 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,471 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 17:29 UTC | LEVEL 3 COMMUNICATIONS INC LVLT · Entity 172141 | GrantCommon Stock | 51,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005378 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531,337 Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 18:06 UTC | LEVEL 3 COMMUNICATIONS INC LVLT · Entity 172141 | SaleCommon Stock | 16,305 | $58.65 | $956,271.95 |
DisclosureSEC source: 0001225208-17-002362 · doc4.xml · nonDerivative · entry 2 PATEL SUNIT S · CIK 0001233367 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,811 F1 · kind: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the lapsing of restrictions on transfer associated with previously granted restricted stock units. F2 · price: This is a weighted average price. The prices actually received ranged from $58.42 to $59.01. The Reporting Person has provided to the issuer and will provide to any security holder or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each price within the range. F1 · acquired: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the lapsing of restrictions on transfer associated with previously granted restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:06 UTC | LEVEL 3 COMMUNICATIONS INC LVLT · Entity 172141 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002362 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,116 Read SEC document |
| October 04, 2016 Filed Oct 4, 2016 17:56 UTC | LEVEL 3 COMMUNICATIONS INC LVLT · Entity 172141 | SaleCommon Stock | 6,170 | $45.81 | $282,623.02 |
DisclosureSEC source: 0001225208-16-040135 · doc4.xml · nonDerivative · entry 2 PATEL SUNIT S · CIK 0001233367 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,116 F1 · kind: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the receipt of shares on settlement of previously granted outperform stock appreciation units. F2 · price: This is a weighted average price. The prices actually received ranged from $45.80 to $45.835. The Reporting Person has provided to the issuer and will provide to any security holder or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each price within the range. F1 · acquired: Represents shares of common stock sold by the Reporting Person to generate cash proceeds to pay withholding taxes relating to the receipt of shares on settlement of previously granted outperform stock appreciation units. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 17:56 UTC | LEVEL 3 COMMUNICATIONS INC LVLT · Entity 172141 | GrantCommon Stock | 13,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040135 · doc4.xml · nonDerivative · entry 1 PATEL SUNIT S · CIK 0001233367 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462,286 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.