Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CECO ENVIRONMENTAL CORPCECO · Entity 4034 | Director | June 01, 2026 | June 03, 2026 |
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Director | January 15, 2026 | January 20, 2026 |
| Lumen Technologies, Inc.LUMN · Entity 3749 | Director | May 16, 2024 | May 20, 2024 |
| VOLT INFORMATION SCIENCES, INC.VISI · Entity 127829 | Director | June 14, 2017 | June 15, 2017 |
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.
CECO ENVIRONMENTAL CORP
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,133 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 2,215 · Balance 22,133 F1: Shares will vest on May 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest on May 15, 2027.
FACTSET RESEARCH SYSTEMS INC
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,663 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 626 · Balance 1,663 F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $289.68 · Expires 2033-01-15 | Direct | 1,531 |
Reported balance
After 2026-01-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-15 · Grant · Acquired 1,531 · Balance 1,531 F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
Lumen Technologies, Inc.
Report date May 16, 2024 · Filed May 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 337,434 |
Reported balance
After 2024-05-16 transaction · row 1
1 source rowRow 1 · 2024-05-16 · Grant · Acquired 157,518 · Balance 337,434 F1: This grant of restricted stock will vest on May 16, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Laurie 2020 Gift Trust | 44,536 |
Reported balance
Holding disclosure · report date 2024-05-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44,536 |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of restricted stock will vest on May 16, 2025.
VOLT INFORMATION SCIENCES, INC.
Report date June 14, 2017 · Filed June 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,753 |
Reported balance
After 2017-06-14 transaction · row 1
1 source rowRow 1 · 2017-06-14 · Grant · Acquired 12,295 · Balance 37,753 F1: On June 14, 2017, the reporting person was granted fully vested shares of common stock as part of the director compensation program approved by the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 14, 2017, the reporting person was granted fully vested shares of common stock as part of the director compensation program approved by the Board of Directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
California Resources Corp
Report date October 27, 2020 · Filed October 28, 2020
Section 16 reporting ended · disclosed 2020-10-28. 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 2020-10-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-10-27 · Disposition to issuer · Disposed 15,196 · Balance 0 F1: Reflects number of shares of Common Stock owned as of October 27, 2020. F2: On October 13, 2020, an order confirming the plan of reorganization (the "Plan") of the Issuer and certain of its affiliates was entered by the United States Bankruptcy Court for the Southern District of Texas, Houston Division. On October 27, 2020, the Plan became effective and under its terms all of the Issuer's equity was cancelled. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects number of shares of Common Stock owned as of October 27, 2020.
F2: On October 13, 2020, an order confirming the plan of reorganization (the "Plan") of the Issuer and certain of its affiliates was entered by the United States Bankruptcy Court for the Southern District of Texas, Houston Division. On October 27, 2020, the Plan became effective and under its terms all of the Issuer's equity was cancelled.
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 01, 2026 Filed Jun 3, 2026 23:15 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 2,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-256004 · ownership.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,133 F1 · shares: Shares will vest on May 15, 2027. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 1,531 | $0.00 Strike: $289.68 | $0.00 |
DisclosureSEC source: 0001628280-26-002718 · wk-form4_1768948506.xml · derivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,531 Underlying: Common Stock · 1,531 shares Expires 2033-01-15 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002718 · wk-form4_1768948506.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,663 F1 · shares: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 21:21 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,572 | $0.00 Strike: $207.88 | $0.00 |
DisclosureSEC source: 0001628280-26-001839 · wk-form4_1768252893.xml · derivative · entry 4 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,572 shares Expires 2026-01-15 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. F3 · derivative.exercise_date: Non-qualified stock options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 21:21 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 588 | $296.67 | $174,441.96 |
DisclosureSEC source: 0001628280-26-001839 · wk-form4_1768252893.xml · nonDerivative · entry 3 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,037 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $296.52 to $296.73. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 21:21 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,984 | $296.12 | $587,502.08 |
DisclosureSEC source: 0001628280-26-001839 · wk-form4_1768252893.xml · nonDerivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,625 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $295.50 to $296.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 21:21 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,572 | $207.88 | $534,667.36 |
DisclosureSEC source: 0001628280-26-001839 · wk-form4_1768252893.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,609 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 03, 2025 Filed Jun 5, 2025 14:57 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 6,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-082077 · ownership.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,918 F1 · shares: Shares will vest one year from the date of grant. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 518 | $0.00 Strike: $453.98 | $0.00 |
DisclosureSEC source: 0001013237-25-000026 · wk-form4_1737149551.xml · derivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518 Underlying: Common Stock · 518 shares Expires 2032-01-15 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-25-000026 · wk-form4_1737149551.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,037 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 1,338 | $0.00 Strike: $197.75 | $0.00 |
DisclosureSEC source: 0001013237-24-000123 · wk-form4_1727471629.xml · derivative · entry 4 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,338 shares Expires 2025-01-12 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. F3 · derivative.exercise_date: Options were granted on January 12, 2018 and vested 100% upon the third anniversary of the date of grant. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 200 | $460.35 | $92,070.00 |
DisclosureSEC source: 0001013237-24-000123 · wk-form4_1727471629.xml · nonDerivative · entry 3 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 759 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $460.23 to $460.48. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,138 | $459.76 | $523,206.88 |
DisclosureSEC source: 0001013237-24-000123 · wk-form4_1727471629.xml · nonDerivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 959 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $459.23 to $460.15. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,338 | $197.75 | $264,589.50 |
DisclosureSEC source: 0001013237-24-000123 · wk-form4_1727471629.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,097 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 20, 2024 Filed May 22, 2024 15:45 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 5,712 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-063344 · ownership.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,618 F1 · shares: Shares will vest one year from the date of grant. Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:50 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GrantCommon Stock | 157,518 | $0.00 | $0.00 |
DisclosureSEC source: 0000018926-24-000077 · wk-form4_1716238239.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,434 F1 · kind: This grant of restricted stock will vest on May 16, 2025. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 14:29 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | PurchaseCommon Stock | 2,500 | $19.87 | $49,663.50 |
DisclosureSEC source: 0000950170-24-028394 · ownership.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,906 F1 · price: Price reflects the weighted average purchase price for multiple transactions that ranged from $19.83 to $19.87 per share. The Reporting Person undertakes to provide, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:13 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | PurchaseCommon Stock | 30,000 | $1.60 | $47,997.00 |
DisclosureSEC source: 0000018926-24-000024 · wk-form4_1709676790.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Laurie 2020 Gift Trust Disclosed balance after: 30,000 Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 565 | $0.00 Strike: $462.23 | $0.00 |
DisclosureSEC source: 0001013237-24-000017 · wk-form4_1705613777.xml · derivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 565 Underlying: Common Stock · 565 shares Expires 2031-01-16 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-24-000017 · wk-form4_1705613777.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 759 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| December 28, 2023 Filed Dec 29, 2023 21:09 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $197.75 | $0.00 |
DisclosureSEC source: 0001013237-23-000203 · wk-form4_1703884181.xml · derivative · entry 3 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,338 Underlying: Common Stock · 1,500 shares Expires 2025-01-12 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_date: Options were granted on January 12, 2018 and vested 100% upon the third anniversary of the date of grant. Read SEC document |
| December 28, 2023 Filed Dec 29, 2023 21:09 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,500 | $475.84 | $713,760.00 |
DisclosureSEC source: 0001013237-23-000203 · wk-form4_1703884181.xml · nonDerivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $475.25 to $476.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 28, 2023 Filed Dec 29, 2023 21:09 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,500 | $197.75 | $296,625.00 |
DisclosureSEC source: 0001013237-23-000203 · wk-form4_1703884181.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,095 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 |
| September 07, 2023 Filed Sep 11, 2023 14:12 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 5,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-048875 · doc4.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,406 Read SEC document |
| May 17, 2023 Filed May 19, 2023 21:28 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GrantCommon Stock | 85,605 | $0.00 | $0.00 |
DisclosureSEC source: 0000018926-23-000064 · wf-form4_168453167207770.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,452 F1 · kind: This grant of restricted stock will vest on May 17, 2024. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 815 | $0.00 Strike: $428.70 | $0.00 |
DisclosureSEC source: 0001013237-23-000024 · wf-form4_167416792126275.xml · derivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815 Underlying: Common Stock · 815 shares Expires 2030-01-17 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 247 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000024 · wf-form4_167416792126275.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| August 09, 2022 Filed Mar 11, 2024 22:07 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GiftCommon Stock | 14,536 | $0.00 | $0.00 |
DisclosureSEC source: 0000018926-24-000038 · wk-form4_1710194827.xml · nonDerivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Laurie 2020 Gift Trust Disclosed balance after: 44,536 F1 · kind: Represents the reporting person's transfer of shares of the Issuer's common stock to an irrevocable trust. This late filing is due to an inadvertent administrative error and not any error of the reporting person. Read SEC document |
| August 09, 2022 Filed Mar 11, 2024 22:07 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GiftCommon Stock | 14,536 | $0.00 | $0.00 |
DisclosureSEC source: 0000018926-24-000038 · wk-form4_1710194827.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,916 F1 · kind: Represents the reporting person's transfer of shares of the Issuer's common stock to an irrevocable trust. This late filing is due to an inadvertent administrative error and not any error of the reporting person. Read SEC document |
| May 18, 2022 Filed May 20, 2022 01:06 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GrantCommon Stock | 18,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030804 · doc4.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,847 F1 · kind: This grant of restricted stock will vest on May 18, 2023. Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 20:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 1,286 | $0.00 Strike: $170.24 | $0.00 |
DisclosureSEC source: 0001013237-22-000064 · wf-form4_164927630842019.xml · derivative · entry 3 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,286 shares Expires 2024-01-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options were granted on January 13, 2017 and cliff vest 100% on the third anniversary from the date the options were granted. Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 20:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,286 | $440.00 | $565,840.00 |
DisclosureSEC source: 0001013237-22-000064 · wf-form4_164927630842019.xml · nonDerivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348 Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 20:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,286 | $170.24 | $218,928.64 |
DisclosureSEC source: 0001013237-22-000064 · wf-form4_164927630842019.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,634 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 |
| January 18, 2022 Filed Jan 20, 2022 22:23 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 963 | $0.00 Strike: $428.71 | $0.00 |
DisclosureSEC source: 0001013237-22-000035 · wf-form4_164271741266600.xml · derivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963 Underlying: Common Stock · 963 shares Expires 2029-01-18 F2 · derivative.exercise_date: Options granted to non-employee Directors vesting 100% on the third anniversary of the date of grant. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:23 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000035 · wf-form4_164271741266600.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348 F1 · shares: Restricted stock units granted to non-employee Directors vesting 100% on the first anniversary of the date of grant. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 1,800 | $0.00 Strike: $170.24 | $0.00 |
DisclosureSEC source: 0001013237-21-000093 · wf-form4_162871596562379.xml · derivative · entry 3 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,286 Underlying: Common Stock · 1,800 shares Expires 2024-01-13 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_date: Options were granted on January 13, 2017 and cliff vest 100% on the third anniversary from the date the options were granted. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,800 | $362.10 | $651,780.00 |
DisclosureSEC source: 0001013237-21-000093 · wf-form4_162871596562379.xml · nonDerivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $361.72 to $362.28. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,800 | $170.24 | $306,432.00 |
DisclosureSEC source: 0001013237-21-000093 · wf-form4_162871596562379.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 20, 2021 Filed May 24, 2021 21:30 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GrantCommon Stock | 14,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-035459 · doc4.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,333 F1 · kind: This grant of restricted stock will vest on May 20, 2022. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:20 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 1,342 | $0.00 Strike: $318.20 | $0.00 |
DisclosureSEC source: 0001013237-21-000023 · wf-form4_161118124368282.xml · derivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,342 Underlying: Common Stock · 1,342 shares Expires 2028-01-15 F1 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| October 27, 2020 Filed Oct 28, 2020 01:37 UTC | California Resources Corp CRCQQ · Entity 3937 | Disposition to issuerCommon Stock | 15,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-20-000185 · wf-form4_160384904357241.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Reflects number of shares of Common Stock owned as of October 27, 2020. F2 · balance_after: On October 13, 2020, an order confirming the plan of reorganization (the "Plan") of the Issuer and certain of its affiliates was entered by the United States Bankruptcy Court for the Southern District of Texas, Houston Division. On October 27, 2020, the Plan became effective and under its terms all of the Issuer's equity was cancelled. Read SEC document |
| July 02, 2020 Filed Jul 6, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 1,834 | $0.00 Strike: $146.82 | $0.00 |
DisclosureSEC source: 0001013237-20-000096 · wf-form4_159407017655297.xml · derivative · entry 3 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,834 shares Expires 2023-01-15 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_date: Options were granted on January 15, 2016 and cliff vest 100% on the third anniversary from the date the options were granted. Read SEC document |
| July 02, 2020 Filed Jul 6, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,834 | $336.18 | $616,554.12 |
DisclosureSEC source: 0001013237-20-000096 · wf-form4_159407017655297.xml · nonDerivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $335.83 to $336.63. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 02, 2020 Filed Jul 6, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,834 | $146.82 | $269,267.88 |
DisclosureSEC source: 0001013237-20-000096 · wf-form4_159407017655297.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,934 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 20, 2020 Filed May 21, 2020 22:54 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 16,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031492 · doc4.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,797 F1 · kind: This grant of restricted stock will vest on May 20, 2021. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 02:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 2,010 | $0.00 Strike: $271.51 | $0.00 |
DisclosureSEC source: 0001013237-20-000032 · wf-form4_157922690288066.xml · derivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,010 Underlying: Common Stock · 2,010 shares Expires 2027-01-15 F1 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 01:33 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | SaleCommon Stock | 3,072 | $14.00 | $43,017.22 |
DisclosureSEC source: 0001209191-19-060128 · doc4.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,358 Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $146.82 | $0.00 |
DisclosureSEC source: 0001437749-19-013068 · rdgdoc.xml · derivative · entry 3 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,834 Underlying: Common Stock · 3,000 shares Expires 2023-01-15 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_date: Options were granted on January 15, 2016 and cliff vest 100% on the third anniversary from the date the options were granted. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 3,000 | $283.57 | $850,710.00 |
DisclosureSEC source: 0001437749-19-013068 · rdgdoc.xml · nonDerivative · entry 2 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F1 · price: The price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 3,000, the per share sales prices ranged from $283.23 to $283.76. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 3,000 | $146.82 | $440,460.00 |
DisclosureSEC source: 0001437749-19-013068 · rdgdoc.xml · nonDerivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,100 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.