Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERC HOLDINGS INCHRI · Entity 3949 | Director | May 14, 2026 | May 18, 2026 |
| LEAR CORPLEA · Entity 3623 | VP & Treasurer | February 09, 2021 | February 11, 2021 |
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.
HERC HOLDINGS INC
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 7,032 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,035 · Balance 7,032 F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2027 annual meeting of stockholders (or, if earlier following a change of control). F3: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock.
F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2027 annual meeting of stockholders (or, if earlier following a change of control).
F3: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution.
LEAR CORP
Report date February 09, 2021 · Filed February 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,698 |
Ending reported balance
After 2021-02-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-02-09 · Grant · Acquired 444 · Balance 4,892 F1: Settlement of non-derivative performance shares for the three-year performance period ending December 31, 2020, granted under the 2009 Lear Corporation Long-Term Stock Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Row 2 · 2021-02-09 · Tax withholding · Disposed 194 · Balance 4,698 F2: Shares withheld by the Company to satisfy tax withholding requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement of non-derivative performance shares for the three-year performance period ending December 31, 2020, granted under the 2009 Lear Corporation Long-Term Stock Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d).
F2: Shares withheld by the Company to satisfy tax withholding requirements.
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 14, 2026 Filed May 18, 2026 16:15 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001364479-26-000095 · form4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,032 Underlying: Common Stock · 1,035 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2027 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2027 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| May 15, 2025 Filed May 19, 2025 16:23 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-014921 · form4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,997 Underlying: Common Stock · 967 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2026 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2026 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| May 16, 2024 Filed May 20, 2024 17:11 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016003 · form4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,030 Underlying: Common Stock · 834 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2025 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2025 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| May 11, 2023 Filed May 15, 2023 16:16 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 1,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015550 · form4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,196 Underlying: Common Stock · 1,301 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2024 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2024 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| May 12, 2022 Filed May 16, 2022 16:44 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 1,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014657 · form4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,895 Underlying: Common Stock · 1,101 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| May 13, 2021 Filed May 17, 2021 16:34 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 1,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017036 · form4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,794 Underlying: Common Stock · 1,034 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 18:23 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 194 | $162.00 | $31,428.00 |
DisclosureSEC source: 0001209191-21-009571 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,698 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 18:23 UTC | LEAR CORP LEA · Entity 3623 | GrantCommon Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009571 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,892 F1 · kind: Settlement of non-derivative performance shares for the three-year performance period ending December 31, 2020, granted under the 2009 Lear Corporation Long-Term Stock Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 19:29 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000809 · doc4.xml · derivative · entry 4 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 917 Underlying: Common Stock · 459 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. F4 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units were granted on January 2, 2020 and vest in three substantially equal installments on each of the first three anniversaries of the grant date. F4 · derivative.exercise_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units were granted on January 2, 2020 and vest in three substantially equal installments on each of the first three anniversaries of the grant date. F4 · derivative.expiration_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units were granted on January 2, 2020 and vest in three substantially equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 19:29 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000809 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 673 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. F3 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units were granted on January 2, 2018 and vested in full on the third anniversary of the grant date. F1 · derivative.exercise_date: The restricted stock units vested and settled in common stock on January 2, 2021. F1 · derivative.expiration_date: The restricted stock units vested and settled in common stock on January 2, 2021. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 19:29 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 540 | $159.03 | $85,876.20 |
DisclosureSEC source: 0001209191-21-000809 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,448 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 19:29 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 1,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000809 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,988 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 · price: The restricted stock units vested and settled in common stock on January 2, 2021. Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 16:58 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030715 · form4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 Underlying: Common Stock · 760 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2021 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2021 annual meeting of stockholders (or, if earlier following a change of control). Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 20:20 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Unit · Derivative | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059938 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 480 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 is convertible into a share of common stock on a 1-for-1 basis. These 2017 "Career Share" restricted stock units vested and settled in common stock on November 20, 2020. F1 · derivative.exercise_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. These 2017 "Career Share" restricted stock units vested and settled in common stock on November 20, 2020. F1 · derivative.expiration_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. These 2017 "Career Share" restricted stock units vested and settled in common stock on November 20, 2020. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 20:20 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 210 | $139.18 | $29,227.80 |
DisclosureSEC source: 0001209191-20-059938 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,856 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 20:20 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059938 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,066 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 · price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. These 2017 "Career Share" restricted stock units vested and settled in common stock on November 20, 2020. Read SEC document |
| August 16, 2020 Filed Aug 18, 2020 15:32 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Unit · Derivative | 4,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047111 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,714 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 is convertible into a share of common stock on a 1-for-1 basis. These 2012, 2013, 2014, 2015 and 2016 "Career Share" restricted stock units vested and settled in common stock on August 16, 2020. F1 · derivative.exercise_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. These 2012, 2013, 2014, 2015 and 2016 "Career Share" restricted stock units vested and settled in common stock on August 16, 2020. F1 · derivative.expiration_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. These 2012, 2013, 2014, 2015 and 2016 "Career Share" restricted stock units vested and settled in common stock on August 16, 2020. Read SEC document |
| August 16, 2020 Filed Aug 18, 2020 15:32 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 2,057 | $118.53 | $243,816.21 |
DisclosureSEC source: 0001209191-20-047111 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,586 F2 · kind: Shares withheld by the Company to satisfy minimum tax withholding requirements. Read SEC document |
| August 16, 2020 Filed Aug 18, 2020 15:32 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 4,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047111 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,643 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 · price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. These 2012, 2013, 2014, 2015 and 2016 "Career Share" restricted stock units vested and settled in common stock on August 16, 2020. Read SEC document |
| May 12, 2020 Filed May 12, 2020 18:03 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 2,000 | $102.75 | $205,500.00 |
DisclosureSEC source: 0001209191-20-028441 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 929 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 16:59 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 928 | $126.90 | $117,763.20 |
DisclosureSEC source: 0001209191-20-007401 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,929 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 16:59 UTC | LEAR CORP LEA · Entity 3623 | GrantCommon Stock | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007401 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,857 F1 · kind: Settlement of non-derivative performance shares for the three-year performance period ending December 31, 2019, granted under the 2009 Lear Corporation Long-Term Stock Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 00:14 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-002125 · doc4.xml · derivative · entry 4 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 825 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. F3 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F1 · derivative.exercise_date: The restricted stock units vested and settled in common stock on January 3, 2020. F1 · derivative.expiration_date: The restricted stock units vested and settled in common stock on January 3, 2020. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 00:14 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 404 | $136.83 | $55,279.32 |
DisclosureSEC source: 0001209191-20-002125 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 00:14 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-002125 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,133 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 · price: The restricted stock units vested and settled in common stock on January 3, 2020. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:14 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 1,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-002125 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,376 Underlying: Common Stock · 1,376 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F4 · derivative.exercise_date: The restricted stock units were granted on January 2, 2020, under the Lear Corporation 2019 Long-Term Stock Incentive Plan. One-third of the units vest and settle in common stock one year from the grant date, one-third of the units vest and settle in common stock two years from the grant date and one-third of the units vest and settle in common stock three years from the grant date. F4 · derivative.expiration_date: The restricted stock units were granted on January 2, 2020, under the Lear Corporation 2019 Long-Term Stock Incentive Plan. One-third of the units vest and settle in common stock one year from the grant date, one-third of the units vest and settle in common stock two years from the grant date and one-third of the units vest and settle in common stock three years from the grant date. Read SEC document |
| November 14, 2019 Filed Dec 5, 2019 19:36 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059261 · doc4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 695 Underlying: Common Stock · 695 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F2 · derivative.exercise_date: These "Career Share" RSUs vest on the third anniversary of the grant date but are not converted into shares of common stock until or after age 62 or a qualifying retirement and remain subject to forfeiture for a voluntary termination prior to meeting retirement eligibility requirements. F2 · derivative.expiration_date: These "Career Share" RSUs vest on the third anniversary of the grant date but are not converted into shares of common stock until or after age 62 or a qualifying retirement and remain subject to forfeiture for a voluntary termination prior to meeting retirement eligibility requirements. Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 20:16 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 3,500 | $156.00 | $546,000.00 |
DisclosureSEC source: 0001209191-19-011456 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,308 Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 14:51 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008370 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673 Underlying: Common Stock · 673 shares Expires not disclosed F3 · derivative.exercise_price: Converts into common stock on a 1-for-1 basis. F4 · derivative.exercise_date: The Compensation Committee certified on February 6, 2019 that Company achieved the 2018 net income performance goal for the restricted stock unit awards granted in 2018 under the Lear Corporation 2009 Long-Term Stock Incentive Plan. These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock on January 2, 2021. F4 · derivative.expiration_date: The Compensation Committee certified on February 6, 2019 that Company achieved the 2018 net income performance goal for the restricted stock unit awards granted in 2018 under the Lear Corporation 2009 Long-Term Stock Incentive Plan. These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock on January 2, 2021. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 14:51 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 2,377 | $155.01 | $368,458.77 |
DisclosureSEC source: 0001209191-19-008370 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,808 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 14:51 UTC | LEAR CORP LEA · Entity 3623 | GrantCommon Stock | 5,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008370 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,185 F1 · kind: Settlement of non-derivative performance shares for the three-year performance period ending December 31, 2018, granted under the 2009 Lear Corporation Long-Term Stock Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 18:26 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-002715 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 908 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 is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on January 4, 2019. F1 · derivative.exercise_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on January 4, 2019. F1 · derivative.expiration_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on January 4, 2019. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 18:26 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 445 | $126.44 | $56,265.80 |
DisclosureSEC source: 0001209191-19-002715 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,735 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 18:26 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-002715 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,180 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 · price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on January 4, 2019. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 17:33 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001724 · doc4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 972 Underlying: Common Stock · 972 shares Expires not disclosed F1 · derivative.exercise_price: Converts into common stock on a 1-for-1 basis F2 · derivative.exercise_date: The restricted stock units were granted on January 2, 2019, under the Lear Corporation 2009 Long-Term Stock Incentive Plan. The stock units vest and settle in common stock on the third anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units were granted on January 2, 2019, under the Lear Corporation 2009 Long-Term Stock Incentive Plan. The stock units vest and settle in common stock on the third anniversary of the grant date. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 15:22 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 613 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-058854 · doc4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613 Underlying: Common Stock · 613 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F2 · derivative.exercise_date: These "Career Share" RSUs vest on the third anniversary of the grant date but are not converted into shares of common stock until or after age 62 or a qualifying retirement and remain subject to forfeiture for a voluntary termination prior to meeting retirement eligibility requirements. F2 · derivative.expiration_date: These "Career Share" RSUs vest on the third anniversary of the grant date but are not converted into shares of common stock until or after age 62 or a qualifying retirement and remain subject to forfeiture for a voluntary termination prior to meeting retirement eligibility requirements. Read SEC document |
| February 20, 2018 Filed Feb 21, 2018 21:08 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 2,960 | $190.12 | $562,760.53 |
DisclosureSEC source: 0001209191-18-011885 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $188.00 to $192.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 21:08 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 2,413 | $190.16 | $458,858.25 |
DisclosureSEC source: 0001209191-18-011885 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,232 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $189.00 to $192.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 14:55 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009867 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825 Underlying: Common Stock · 825 shares Expires not disclosed F3 · derivative.exercise_price: Converts into common stock on a 1-for-1 basis. F4 · derivative.exercise_date: The Compensation Committee certified on February 12, 2018 that Company achieved the 2017 net income performance goal for the restricted stock unit awards granted in 2017 under the Lear Corporation 2009 Long-Term Stock Incentive Plan. These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock on January 3, 2020. F4 · derivative.expiration_date: The Compensation Committee certified on February 12, 2018 that Company achieved the 2017 net income performance goal for the restricted stock unit awards granted in 2017 under the Lear Corporation 2009 Long-Term Stock Incentive Plan. These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock on January 3, 2020. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 14:55 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 2,570 | $189.02 | $485,781.40 |
DisclosureSEC source: 0001209191-18-009867 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,645 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 14:55 UTC | LEAR CORP LEA · Entity 3623 | GrantCommon Stock | 6,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009867 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,215 F1 · kind: Settlement of non-derivative performance shares for the three-year performance period ending December 31, 2017, granted under the 2009 Lear Corporation Long-Term Stock Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 19:11 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 1,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001758 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,120 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 is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on January 2, 2018. F1 · derivative.exercise_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on January 2, 2018. F1 · derivative.expiration_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on January 2, 2018. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 19:11 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 523 | $178.80 | $93,512.40 |
DisclosureSEC source: 0001209191-18-001758 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,495 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 19:11 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 1,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001758 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,018 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 · price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on January 2, 2018. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 20:19 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061996 · doc4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480 Underlying: Common Stock · 480 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F2 · derivative.exercise_date: These "Career Share" RSUs vest on the third anniversary of the grant date but are not converted into shares of common stock until or after age 62 or a qualifying retirement and remain subject to forfeiture for a voluntary termination prior to meeting retirement eligibility requirements. F2 · derivative.expiration_date: These "Career Share" RSUs vest on the third anniversary of the grant date but are not converted into shares of common stock until or after age 62 or a qualifying retirement and remain subject to forfeiture for a voluntary termination prior to meeting retirement eligibility requirements. Read SEC document |
| February 17, 2017 Filed Feb 17, 2017 23:17 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 1,658 | $141.68 | $234,908.76 |
DisclosureSEC source: 0001209191-17-012347 · doc4.xml · nonDerivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,898 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.87 to $142.16, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 23:17 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 1,616 | $141.87 | $229,258.69 |
DisclosureSEC source: 0001209191-17-012347 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,556 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.28 to $143.70, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 23:17 UTC | LEAR CORP LEA · Entity 3623 | SaleCommon Stock | 4,959 | $143.31 | $710,659.41 |
DisclosureSEC source: 0001209191-17-012347 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,172 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $142.7325 to $143.70, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:04 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 3,508 | $140.45 | $492,698.60 |
DisclosureSEC source: 0001209191-17-009956 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,131 F2 · kind: Shares withheld by the Company to satisfy minimum tax withholding requirements. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:04 UTC | LEAR CORP LEA · Entity 3623 | GrantCommon Stock | 8,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009956 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,639 F1 · kind: Settlement of non-derivative performance shares for the three-year performance period ending December 31, 2016, granted under the 2009 Lear Corporation Long-Term Stock Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). 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.