Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | Director | May 07, 2026 | May 11, 2026 |
| NXP Semiconductors N.V.NXPI · Entity 3013 | Director | June 10, 2026 | June 12, 2026 |
| OSHKOSH CORPOSK · Entity 3573 | Director | May 05, 2026 | May 06, 2026 |
| Polaris Inc.PII · Entity 760 | Director | October 01, 2020 | October 05, 2020 |
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.
Duke Energy CORP
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Savings Plan Restricted Stock Unit DeferralsSEC Table II · derivative / convertible security | Direct | 20,271 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,602 · Balance 20,271 F1: Converts to Common Stock on a 1-for-1 basis. F2: Generally payable upon reporting person's termination of service. F3: Expiration date not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts to Common Stock on a 1-for-1 basis.
F2: Generally payable upon reporting person's termination of service.
F3: Expiration date not applicable.
NXP Semiconductors N.V.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,530 |
Ending reported balance
After 2026-06-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-10 · Exercise / conversion · Acquired 1,035 · Balance 4,043 Row 2 · 2026-06-10 · Tax withholding · Disposed 513 · Balance 3,530 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-10 · Exercise / conversion · Disposed 1,035 · Balance 0 F1: Each Restricted Stock Unit represents the conditional right to receive one share of common stock. F2: The Restricted Stock Units vest 100% on the earlier of the first anniversary of the 06/11/2025 grant date and the date of the next annual general meeting of the shareholders of NXP Semiconductors N.V. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 841 |
Reported balance
After 2026-06-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-10 · Grant · Acquired 841 · Balance 841 F3: Each restricted stock unit represents the conditional right to receive one share of the common stock F4: The RSU vests 100% on the earlier of the first anniversary of the 6/10/2026 grant date and the date of the next annual general meeting of the shareholders of NXP Semiconductors N.V. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents the conditional right to receive one share of common stock.
F2: The Restricted Stock Units vest 100% on the earlier of the first anniversary of the 06/11/2025 grant date and the date of the next annual general meeting of the shareholders of NXP Semiconductors N.V.
F3: Each restricted stock unit represents the conditional right to receive one share of the common stock
F4: The RSU vests 100% on the earlier of the first anniversary of the 6/10/2026 grant date and the date of the next annual general meeting of the shareholders of NXP Semiconductors N.V.
OSHKOSH CORP
Report date May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,578.11 |
Reported balance
After 2026-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 1,110 · Balance 4,578.11 F1: Common Stock granted to Reporting Person pursuant to the Company's 2024 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. F2: The amount beneficially owned includes shares acquired pursuant to dividend reinvestments in exempt transactions not required to be reported pursuant to Section 16(a). |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock granted to Reporting Person pursuant to the Company's 2024 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers.
F2: The amount beneficially owned includes shares acquired pursuant to dividend reinvestments in exempt transactions not required to be reported pursuant to Section 16(a).
Polaris Inc.
Report date October 01, 2020 · Filed October 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,057.3 |
Reported balance
After 2020-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-10-01 · Grant · Acquired 290.88 · Balance 32,057.3 F1: The reported transaction involved the crediting of 290.88 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 290.88 newly acquired CSEs, and 210.87 CSE and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the crediting of 290.88 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 290.88 newly acquired CSEs, and 210.87 CSE and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NORDSON CORP
Report date May 01, 2026 · Filed May 08, 2026
Section 16 reporting ended · disclosed 2026-05-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| NDSNSEC Table I · non-derivative | Direct | 2,098 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 270 · Balance 2,098 F1: Pursuant to the terms of the Company's Stock and Award Plan ("Plan"), and the Notice and Terms of Grant Share-Based Award dated November 1, 2025 ("Notice"), reporting person was granted 822 restricted share units on November 1, 2025, which would vest entirely on October 31, 2026 . Reporting person ceased service of her term with the Company's Board of Directors on March 1, 2026, and, in accordance with the terms of the Plan and Notice, the 822 shares granted on November 1, 2025, were prorated based on the last day of her term, resulting in forfeiture of 552 restricted share units. Pursuant to the terms of the Company's Directors' Deferred Compensation Sub-Plan, the reporting person elected to defer the remaining 270 restricted share units into share equivalent units. F2: On May 1, 2026, pursuant to the terms of the Company's Directors' Deferred Compensation Sub-Plan, the totality of the 2,098 stock equivalent units in reporting person's deferred compensation account converted to common shares on a one-for-one basis, and were distributed to her outright by Company's transfer agent. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Company's Stock and Award Plan ("Plan"), and the Notice and Terms of Grant Share-Based Award dated November 1, 2025 ("Notice"), reporting person was granted 822 restricted share units on November 1, 2025, which would vest entirely on October 31, 2026 . Reporting person ceased service of her term with the Company's Board of Directors on March 1, 2026, and, in accordance with the terms of the Plan and Notice, the 822 shares granted on November 1, 2025, were prorated based on the last day of her term, resulting in forfeiture of 552 restricted share units. Pursuant to the terms of the Company's Directors' Deferred Compensation Sub-Plan, the reporting person elected to defer the remaining 270 restricted share units into share equivalent units.
F2: On May 1, 2026, pursuant to the terms of the Company's Directors' Deferred Compensation Sub-Plan, the totality of the 2,098 stock equivalent units in reporting person's deferred compensation account converted to common shares on a one-for-one basis, and were distributed to her outright by Company's transfer agent.
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 |
|---|---|---|---|---|---|---|
| October 01, 2020 Filed Oct 5, 2020 21:34 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 290.88 | $94.54 | $27,499.80 |
DisclosureSEC source: 0001209191-20-053801 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,057.3 F1 · balance_after: The reported transaction involved the crediting of 290.88 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 290.88 newly acquired CSEs, and 210.87 CSE and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 15:33 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 347 | $90.05 | $31,247.35 |
DisclosureSEC source: 0001326160-20-000213 · wf-form4_160191198531084.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,512 Underlying: Common Stock · 347 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| July 07, 2020 Filed Jul 8, 2020 20:33 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 387 | $80.82 | $31,277.34 |
DisclosureSEC source: 0001326160-20-000190 · wf-form4_159424041513484.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,101 Underlying: Common Stock · 387 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 18:37 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 255.75 | $90.91 | $23,250.23 |
DisclosureSEC source: 0001209191-20-040107 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,555.55 F1 · balance_after: The reported transaction involved the crediting of 255.75 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 255.75 newly acquired CSEs, and 201.14 CSE and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| May 07, 2020 Filed May 8, 2020 23:20 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,992.28 | $80.31 | $160,000.01 |
DisclosureSEC source: 0001326160-20-000139 · wf-form4_158897999426990.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,651 Underlying: Common Stock · 1,992.28 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:35 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 1,833 | $70.93 | $130,014.69 |
DisclosureSEC source: 0001209191-20-026792 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,098.67 F1 · balance_after: The reported transaction involved the crediting of 1,833 deferred stock units granted under the Polaris Inc. 2007 Omnibus Incentive Plan, each of which may be settled in one share of common stock pursuant to the Company's Deferred Compensation Plan for Directors. Read SEC document |
| April 03, 2020 Filed Apr 7, 2020 20:31 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 411 | $76.02 | $31,244.22 |
DisclosureSEC source: 0001326160-20-000116 · wf-form4_158629146038869.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,661 Underlying: Common Stock · 411 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 19:15 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 596.27 | $46.12 | $27,499.97 |
DisclosureSEC source: 0001209191-20-023050 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,265.67 F1 · balance_after: The reported transaction involved the crediting of 596.27 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 596.27 newly acquired CSEs, and 318.83 deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:29 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 38,590.29 | $94.50 | $3,646,782.41 |
DisclosureSEC source: 0001209191-20-006118 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,350.56 F1 · balance_after: The reported transaction involves the deemed sale of 38,590.29 Common Stock Equivalents (CSEs) granted since 2003, each of which may be settled in one share of Polaris common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors ("DC Plan") in connection with the reporting person's election to diversify such CSEs into alternative investment options available under the DC Plan. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:24 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 266.91 | $103.03 | $27,499.74 |
DisclosureSEC source: 0001209191-20-002101 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,940.85 F1 · balance_after: The reported transaction involved the crediting of 266.91 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 266.91 newly acquired CSEs, and 404.77 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 21:21 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 345 | $90.49 | $31,219.05 |
DisclosureSEC source: 0001326160-19-000241 · wf-form4_157661766689695.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,207 Underlying: Common Stock · 345 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| October 09, 2019 Filed Oct 10, 2019 20:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 325 | $96.03 | $31,209.75 |
DisclosureSEC source: 0001326160-19-000215 · wf-form4_157073890590310.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,831 Underlying: Common Stock · 325 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 22:01 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 314.36 | $87.48 | $27,500.21 |
DisclosureSEC source: 0001209191-19-052388 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,269.17 F1 · balance_after: The reported transaction involved the crediting of 314.36 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 314.36 newly acquired CSEs, and 439.51 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 20:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 350 | $89.40 | $31,290.00 |
DisclosureSEC source: 0001326160-19-000180 · wf-form4_156279011679823.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,481 Underlying: Common Stock · 350 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:19 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 304.95 | $90.18 | $27,500.39 |
DisclosureSEC source: 0001209191-19-040762 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,515.31 F1 · balance_after: The reported transaction involved the crediting of 304.95 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 304.95 newly acquired CSEs, and 439.39 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| May 02, 2019 Filed May 6, 2019 20:37 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,781.539 | $89.81 | $160,000.02 |
DisclosureSEC source: 0001326160-19-000134 · wf-form4_155717505755418.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,110 Underlying: Common Stock · 1,781.539 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 22:01 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 1,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026452 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,770.97 F1 · balance_after: The reported transaction involved the crediting of 1,372 deferred stock units granted under the Polaris Industries Inc. 2007 Omnibus Incentive Plan, each of which may be settled in one share of common stock pursuant to the Company's Deferred Compensation Plan for Directors. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 20:18 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 328 | $88.85 | $29,142.80 |
DisclosureSEC source: 0001326160-19-000113 · wf-form4_155440909268834.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328 Underlying: Common Stock · 328 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 22:19 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 318.84 | $86.25 | $27,499.95 |
DisclosureSEC source: 0001209191-19-023440 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,398.97 F1 · balance_after: The reported transaction involved the crediting of 318.84 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 318.84 newly acquired CSEs, and 441.63 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| January 07, 2019 Filed Jan 9, 2019 21:31 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 594.624 | $85.01 | $50,548.99 |
DisclosureSEC source: 0001326160-19-000004 · wf-form4_154706949388665.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594.624 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:36 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 352.25 | $78.07 | $27,500.16 |
DisclosureSEC source: 0001209191-19-002152 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,638.5 F1 · balance_after: The reported transaction involved the crediting of 352.25 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 352.25 newly acquired CSEs, and 474.20 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:58 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 273.63 | $100.50 | $27,499.82 |
DisclosureSEC source: 0001209191-18-054045 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,812.05 F1 · balance_after: The reported transaction involved the crediting of 273.63 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 273.63 newly acquired CSEs, and 337.14 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 20:05 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 222.65 | $123.51 | $27,499.50 |
DisclosureSEC source: 0001209191-18-040930 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,201.29 F1 · balance_after: The reported transaction involved the crediting of 222.65 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 222.65 newly acquired CSEs, and 278.80 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 19:54 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 1,237 | $105.14 | $130,058.18 |
DisclosureSEC source: 0001209191-18-026518 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,699.83 F1 · balance_after: The reported transaction involved the crediting of 1,237 deferred stock units granted under the Polaris Industries Inc. 2017 Omnibus Incentive Plan, each of which may be settled in one share of common stock pursuant to the Company's Deferred Compensation Plan for Directors. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 22:04 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 243.77 | $112.81 | $27,499.69 |
DisclosureSEC source: 0001209191-18-023870 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,462.83 F1 · balance_after: The reported transaction involved the crediting of 243.77 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 243.77 newly acquired CSEs, and 300.12 CSEs and DSUs acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:51 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 217.84 | $126.24 | $27,500.12 |
DisclosureSEC source: 0001209191-18-001842 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,918.94 F1 · balance_after: The reported transaction involved the crediting of 217.84 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 217.84 newly acquired CSEs, and 270.86 CSEs and DSUs acquired pursuant to the dividend reinvestment feature of the DC Plan. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 22:48 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 259.19 | $106.10 | $27,500.06 |
DisclosureSEC source: 0001209191-17-055993 · doc4.xml · nonDerivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,430.24 F1 · balance_after: The reported transaction involved the crediting of 259.19 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The reporting person has reported prior awards of CSEs, as well as prior awards of Deferred Stock Units (DSUs, which are also settled in shares of common stock on a 1 for 1 basis) under the Company's Omnibus Incentive Plan, in Table II of Form 4. The total reported in column 5 includes the 259.19 newly acquired CSEs, 476.62 CSEs and DSUs acquired pursuant to the dividend reinvestment feature of the DC Plan, and 57,694.43 of previously reported CSEs and DSUs. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 20:37 UTC | Polaris Inc. PII · Entity 760 | GrantCSE · Derivative | 293.3 | $93.76 | $27,499.81 |
DisclosureSEC source: 0001209191-17-043396 · doc4.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,676.55 Underlying: Common Stock · 293.3 shares Expires not disclosed F1 · security: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F2 · derivative.exercise_price: 1 for 1 conversion F1 · derivative.exercise_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F1 · derivative.expiration_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F3 · balance_after: Includes 220.48 CSEs acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| April 27, 2017 Filed May 1, 2017 20:29 UTC | Polaris Inc. PII · Entity 760 | GrantDeferred Stock Unit · Derivative | 1,505 | $86.40 | $130,032.00 |
DisclosureSEC source: 0001209191-17-028938 · doc4.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,017.88 Underlying: Common Stock · 1,505 shares Expires not disclosed F1 · security: The deferred stock units were granted under the Polaris Industries Inc. 2007 Omnibus Incentive Plan. The plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each deferred stock unit held. F2 · derivative.exercise_price: 1 for 1 conversion F1 · derivative.exercise_date: The deferred stock units were granted under the Polaris Industries Inc. 2007 Omnibus Incentive Plan. The plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each deferred stock unit held. F1 · derivative.expiration_date: The deferred stock units were granted under the Polaris Industries Inc. 2007 Omnibus Incentive Plan. The plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each deferred stock unit held. F3 · balance_after: Includes 614.13 deferred stock units acquired pursuant to dividend equivalent rights under the Plan. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 21:42 UTC | Polaris Inc. PII · Entity 760 | GrantCSE · Derivative | 330.93 | $83.10 | $27,500.28 |
DisclosureSEC source: 0001209191-17-025783 · doc4.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,162.77 Underlying: Common Stock · 330.93 shares Expires not disclosed F1 · security: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F2 · derivative.exercise_price: 1 for 1 conversion F1 · derivative.exercise_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F1 · derivative.expiration_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F3 · balance_after: Includes 211 CSEs acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:46 UTC | Polaris Inc. PII · Entity 760 | GrantCSE · Derivative | 332.89 | $82.61 | $27,500.04 |
DisclosureSEC source: 0001209191-17-001686 · doc4.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,620.84 Underlying: Common Stock · 332.89 shares Expires not disclosed F1 · security: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F2 · derivative.exercise_price: 1 for 1 conversion F1 · derivative.exercise_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F1 · derivative.expiration_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F3 · balance_after: Includes 216.12 CSEs acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| October 03, 2016 Filed Oct 12, 2016 16:10 UTC | Polaris Inc. PII · Entity 760 | GrantCSE · Derivative | 354.84 | $77.50 | $27,500.10 |
DisclosureSEC source: 0001209191-16-145672 · doc4.xml · derivative · entry 1 CLAYTON ANNETTE K · CIK 0001231452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,071.84 Underlying: Common Stock · 354.84 shares Expires not disclosed F1 · security: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F2 · derivative.exercise_price: 1 for 1 conversion F1 · derivative.exercise_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F1 · derivative.expiration_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F3 · balance_after: Includes 241.14 CSEs 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.