Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC.VRTS · Entity 4916 | Director | May 20, 2026 | May 21, 2026 |
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.
VIRTUS INVESTMENT PARTNERS, INC.
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,714 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 842 · Balance 9,714 F1: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CEB Inc.
Report date April 05, 2017 · Filed April 06, 2017
Section 16 reporting ended · disclosed 2017-04-06. 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 |
Ending reported balance
After 2017-04-05 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2017-04-05 · Exercise / conversion · Acquired 7,686 · Balance 43,586 F1: Represents the shares of common stock of CEB Inc. ("CEB") acquired upon vesting of the restricted stock units of CEB beneficially owned by the reporting person on the effective date of the merger ("Merger") described in the Agreement and Plan of Merger ("Merger Agreement") dated as of January 5, 2017, among Gartner, Inc. ("Gartner"), Cobra Acquisition Corp. and CEB ("Vested RSUs"). F2: Each PSU represented a right upon vesting (based on the achievement of performance goals at target performance) to receive one share of CEB's common stock. Row 2 · 2017-04-05 · Tax withholding · Disposed 3,666 · Balance 39,920 F3: Represents the number of shares of CEB common stock underlying the Vested PSUs withheld to satisfy tax withholding obligations related to the Vested PSUs. F4: The closing price on the New York Stock Exchange ("NYSE") of CEB common stock on April 3, 2017. Row 3 · 2017-04-05 · Disposition to issuer · Disposed 4,020 · Balance 35,900 F5: Represents the disposition pursuant to the Merger Agreement of the shares underlying the Vested PSUs, net of tax withholding. F6: Disposed of pursuant to the Merger Agreement in exchange for per share consideration of (a) $54.00 in cash and (b) 0.2284 of a share of common stock of Gartner. Gartner common stock had a market value of $108.70 per share based on the closing price on the NYSE on the last trading day immediately preceding the Merger (April 4, 2017). Row 4 · 2017-04-05 · Disposition to issuer · Disposed 35,900 · Balance 0 F7: Represents the number of shares of common stock of CEB beneficially owned by the reporting person immediately prior to the effectiveness of the Merger. F6: Disposed of pursuant to the Merger Agreement in exchange for per share consideration of (a) $54.00 in cash and (b) 0.2284 of a share of common stock of Gartner. Gartner common stock had a market value of $108.70 per share based on the closing price on the NYSE on the last trading day immediately preceding the Merger (April 4, 2017). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2017-04-05 | Direct | 0 |
Reported balance
After 2017-04-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-04-05 · Exercise / conversion · Disposed 23,435 · Balance 0 F8: Each restricted stock unit of CEB ("RSU") that did not vest at or before the effectiveness of the Merger was assumed by Gartner and converted into a restricted share unit payable in a number of shares of Gartner common stock, rounded up to the nearest whole share, equal to the product of (i) the applicable number of shares of CEB common stock subject to such award multiplied by (ii) the sum of (x) 0.2284 plus (y) a fraction resulting from dividing $54.00 by the closing price per share of Gartner common stock on the NYSE on the last trading day immediately preceding the closing date of the Merger ($108.70). F9: RSUs that were awarded on March 26, 2014, March 25, 2015, March 30, 2016 and March 15, 2017 and did not vest at or before the effectiveness of the Merger that rolled over into restricted share units of Gartner. F10: Pursuant to the Merger Agreement, on the effective date of the Merger, each outstanding RSU that did not vest before or in connection with the Merger rolled over into a restricted share unit of Gartner. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Expires 2017-04-05 | Direct | 0 |
Reported balance
After 2017-04-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-04-05 · Exercise / conversion · Disposed 7,686 · Balance 0 F2: Each PSU represented a right upon vesting (based on the achievement of performance goals at target performance) to receive one share of CEB's common stock. F11: Pursuant to the Merger Agreement, immediately prior to the consummation of the Merger, since certain performance goals were achieved at target performance, each outstanding PSU vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the shares of common stock of CEB Inc. ("CEB") acquired upon vesting of the restricted stock units of CEB beneficially owned by the reporting person on the effective date of the merger ("Merger") described in the Agreement and Plan of Merger ("Merger Agreement") dated as of January 5, 2017, among Gartner, Inc. ("Gartner"), Cobra Acquisition Corp. and CEB ("Vested RSUs").
F2: Each PSU represented a right upon vesting (based on the achievement of performance goals at target performance) to receive one share of CEB's common stock.
F3: Represents the number of shares of CEB common stock underlying the Vested PSUs withheld to satisfy tax withholding obligations related to the Vested PSUs.
F4: The closing price on the New York Stock Exchange ("NYSE") of CEB common stock on April 3, 2017.
F5: Represents the disposition pursuant to the Merger Agreement of the shares underlying the Vested PSUs, net of tax withholding.
F6: Disposed of pursuant to the Merger Agreement in exchange for per share consideration of (a) $54.00 in cash and (b) 0.2284 of a share of common stock of Gartner. Gartner common stock had a market value of $108.70 per share based on the closing price on the NYSE on the last trading day immediately preceding the Merger (April 4, 2017).
F7: Represents the number of shares of common stock of CEB beneficially owned by the reporting person immediately prior to the effectiveness of the Merger.
F8: Each restricted stock unit of CEB ("RSU") that did not vest at or before the effectiveness of the Merger was assumed by Gartner and converted into a restricted share unit payable in a number of shares of Gartner common stock, rounded up to the nearest whole share, equal to the product of (i) the applicable number of shares of CEB common stock subject to such award multiplied by (ii) the sum of (x) 0.2284 plus (y) a fraction resulting from dividing $54.00 by the closing price per share of Gartner common stock on the NYSE on the last trading day immediately preceding the closing date of the Merger ($108.70).
F9: RSUs that were awarded on March 26, 2014, March 25, 2015, March 30, 2016 and March 15, 2017 and did not vest at or before the effectiveness of the Merger that rolled over into restricted share units of Gartner.
F10: Pursuant to the Merger Agreement, on the effective date of the Merger, each outstanding RSU that did not vest before or in connection with the Merger rolled over into a restricted share unit of Gartner.
F11: Pursuant to the Merger Agreement, immediately prior to the consummation of the Merger, since certain performance goals were achieved at target performance, each outstanding PSU vested.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 21, 2026 20:11 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 842 | $137.93 | $116,137.06 |
DisclosureSEC source: 0001203078-26-000002 · wk-form4_1779394305.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,714 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| May 14, 2025 Filed May 15, 2025 20:40 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 659 | $176.23 | $116,135.57 |
DisclosureSEC source: 0000883237-25-000064 · wk-form4_1747341629.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,872 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:37 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 495 | $234.43 | $116,042.85 |
DisclosureSEC source: 0000883237-24-000067 · wk-form4_1715891847.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,213 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:29 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 651 | $178.54 | $116,229.54 |
DisclosureSEC source: 0000883237-23-000068 · wf-form4_168452813146864.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,718 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:35 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 635 | $175.00 | $111,125.00 |
DisclosureSEC source: 0000883237-22-000195 · wf-form4_165307891946024.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,067 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| May 14, 2021 Filed May 17, 2021 21:29 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 396 | $268.04 | $106,143.84 |
DisclosureSEC source: 0000883237-21-000151 · wf-form4_162128693389840.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,432 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| May 18, 2020 Filed May 19, 2020 21:28 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,191 | $89.16 | $106,189.56 |
DisclosureSEC source: 0000883237-20-000103 · wf-form4_158992369025129.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,036 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:25 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 925 | $117.78 | $108,946.50 |
DisclosureSEC source: 0000883237-19-000065 · wf-form4_155804193814959.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,845 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| May 15, 2018 Filed May 16, 2018 21:34 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 866 | $124.00 | $107,384.00 |
DisclosureSEC source: 0000883237-18-000066 · wf-form4_152650643175472.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,920 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| May 19, 2017 Filed May 23, 2017 00:34 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 988 | $103.70 | $102,455.60 |
DisclosureSEC source: 0000883237-17-000068 · wf-form4_149549968412559.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,054 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 20:52 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionPerformance Stock Units · Derivative | 7,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-026160 · doc4.xml · derivative · entry 6 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,686 shares Expires 2017-04-05 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 PSU represented a right upon vesting (based on the achievement of performance goals at target performance) to receive one share of CEB's common stock. F11 · derivative.exercise_date: Pursuant to the Merger Agreement, immediately prior to the consummation of the Merger, since certain performance goals were achieved at target performance, each outstanding PSU vested. Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 20:52 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionRestricted Stock Units · Derivative | 23,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-026160 · doc4.xml · derivative · entry 5 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,435 shares Expires 2017-04-05 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. F8 · derivative.exercise_price: Each restricted stock unit of CEB ("RSU") that did not vest at or before the effectiveness of the Merger was assumed by Gartner and converted into a restricted share unit payable in a number of shares of Gartner common stock, rounded up to the nearest whole share, equal to the product of (i) the applicable number of shares of CEB common stock subject to such award multiplied by (ii) the sum of (x) 0.2284 plus (y) a fraction resulting from dividing $54.00 by the closing price per share of Gartner common stock on the NYSE on the last trading day immediately preceding the closing date of the Merger ($108.70). F9 · shares: RSUs that were awarded on March 26, 2014, March 25, 2015, March 30, 2016 and March 15, 2017 and did not vest at or before the effectiveness of the Merger that rolled over into restricted share units of Gartner. F10 · derivative.exercise_date: Pursuant to the Merger Agreement, on the effective date of the Merger, each outstanding RSU that did not vest before or in connection with the Merger rolled over into a restricted share unit of Gartner. Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 20:52 UTC | CEB Inc. CEB · Entity 177136 | Disposition to issuerCommon Stock | 35,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-026160 · doc4.xml · nonDerivative · entry 4 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F7 · shares: Represents the number of shares of common stock of CEB beneficially owned by the reporting person immediately prior to the effectiveness of the Merger. F6 · price: Disposed of pursuant to the Merger Agreement in exchange for per share consideration of (a) $54.00 in cash and (b) 0.2284 of a share of common stock of Gartner. Gartner common stock had a market value of $108.70 per share based on the closing price on the NYSE on the last trading day immediately preceding the Merger (April 4, 2017). Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 20:52 UTC | CEB Inc. CEB · Entity 177136 | Disposition to issuerCommon Stock | 4,020 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-026160 · doc4.xml · nonDerivative · entry 3 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,900 F5 · shares: Represents the disposition pursuant to the Merger Agreement of the shares underlying the Vested PSUs, net of tax withholding. F6 · price: Disposed of pursuant to the Merger Agreement in exchange for per share consideration of (a) $54.00 in cash and (b) 0.2284 of a share of common stock of Gartner. Gartner common stock had a market value of $108.70 per share based on the closing price on the NYSE on the last trading day immediately preceding the Merger (April 4, 2017). Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 20:52 UTC | CEB Inc. CEB · Entity 177136 | Tax withholdingCommon Stock | 3,666 | $78.85 | $289,064.10 |
DisclosureSEC source: 0001209191-17-026160 · doc4.xml · nonDerivative · entry 2 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,920 F3 · shares: Represents the number of shares of CEB common stock underlying the Vested PSUs withheld to satisfy tax withholding obligations related to the Vested PSUs. F4 · price: The closing price on the New York Stock Exchange ("NYSE") of CEB common stock on April 3, 2017. Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 20:52 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionCommon Stock | 7,686 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-026160 · doc4.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,586 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 · shares: Represents the shares of common stock of CEB Inc. ("CEB") acquired upon vesting of the restricted stock units of CEB beneficially owned by the reporting person on the effective date of the merger ("Merger") described in the Agreement and Plan of Merger ("Merger Agreement") dated as of January 5, 2017, among Gartner, Inc. ("Gartner"), Cobra Acquisition Corp. and CEB ("Vested RSUs"). F2 · price: Each PSU represented a right upon vesting (based on the achievement of performance goals at target performance) to receive one share of CEB's common stock. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 16:46 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionRestricted Stock Units · Derivative | 2,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023529 · doc4.xml · derivative · entry 5 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,208 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.expiration_date: N/A Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 16:46 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionRestricted Stock Units · Derivative | 1,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023529 · doc4.xml · derivative · entry 4 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749 Underlying: Common Stock · 1,749 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.expiration_date: N/A Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 16:46 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionRestricted Stock Units · Derivative | 2,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023529 · doc4.xml · derivative · entry 3 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,102 Underlying: Common Stock · 2,051 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.expiration_date: N/A Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 16:46 UTC | CEB Inc. CEB · Entity 177136 | Tax withholdingCommon Stock | 978 | $78.90 | $77,164.20 |
DisclosureSEC source: 0001209191-17-023529 · doc4.xml · nonDerivative · entry 2 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,900 Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 16:46 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionCommon Stock | 6,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023529 · doc4.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,878 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 |
| March 15, 2017 Filed Mar 17, 2017 16:18 UTC | CEB Inc. CEB · Entity 177136 | GrantRestricted Stock Units · Derivative | 7,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021361 · doc4.xml · derivative · entry 1 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,561 Underlying: Common Stock · 7,561 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: Restricted Stock Units vest equally in four increments in the following months: April 2018, March 2019, March 2020 and March 2021. F3 · derivative.expiration_date: N/A Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 16:32 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 2,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012715 · doc4.xml · derivative · entry 2 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,255 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. F1 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit represents a contingent right to receive one share of the Company's common stock. F2 · shares: The number of these Performance-Based Restricted Stock Units was adjusted from the target amount of 2,819 to reflect the actual performance in the three-year period beginning January 1, 2014 and ending December 31, 2016. F3 · derivative.expiration_date: N/A F2 · derivative.underlying_shares: The number of these Performance-Based Restricted Stock Units was adjusted from the target amount of 2,819 to reflect the actual performance in the three-year period beginning January 1, 2014 and ending December 31, 2016. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 16:32 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionCommon Stock | 2,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012715 · doc4.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,870 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.