Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.NSCO · Entity 4503 | Director | June 11, 2020 | June 15, 2020 |
| GLOBAL PAYMENTS INCGPN · Entity 3197 | Director | May 01, 2026 | May 04, 2026 |
| Mason Industrial Technology, Inc.MIT · Entity 142940 | Director | January 28, 2021 | January 29, 2021 |
| UNITED RENTALS, INC.URI · Entity 2996 | EVP & Chief Financial Officer | March 10, 2018 | March 13, 2018 |
| WASTE MANAGEMENT INCWM · Entity 2932 | Director | May 15, 2026 | May 18, 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.
Custom Truck One Source, Inc.
Report date June 11, 2020 · Filed June 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 63,000 |
Reported balance
After 2020-06-11 transaction · row 1
1 source rowRow 1 · 2020-06-11 · Grant · Acquired 15,000 · Balance 63,000 F1: The restricted stock units vest in three annual installments beginning June 11, 2021, subject to continued service with the Company. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $4.00 · Expires 2030-06-11 | Direct | 20,000 |
Reported balance
After 2020-06-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-06-11 · Grant · Acquired 20,000 · Balance 20,000 F2: The stock options will vest in three annual installments beginning on June 11, 2021, subject to continued service with the Company. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $6.98 | Direct | 100,000 |
Reported balance
Holding disclosure · report date 2020-06-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 100,000 F3: The stock options will vest in three equal, annual installments beginning on August 21, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest in three annual installments beginning June 11, 2021, subject to continued service with the Company.
F2: The stock options will vest in three annual installments beginning on June 11, 2021, subject to continued service with the Company.
F3: The stock options will vest in three equal, annual installments beginning on August 21, 2020.
GLOBAL PAYMENTS INC
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,685 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 3,179 · Balance 18,685 F1: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director.
Mason Industrial Technology, Inc.
Report date January 28, 2021 · Filed January 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-01-28 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-252051) under the heading "Description of Securities-Founder Shares," the Class B common stock, par value $0.0001 per share, of the issuer will automatically convert into Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments, and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-252051) under the heading "Description of Securities-Founder Shares," the Class B common stock, par value $0.0001 per share, of the issuer will automatically convert into Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments, and have no expiration date.
UNITED RENTALS, INC.
Report date March 10, 2018 · Filed March 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,926 |
Ending reported balance
After 2018-03-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-03-10 · Tax withholding · Disposed 799 · Balance 55,926 F1: Securities disposed of represent shares surrendered for tax purposes in connection with the vesting and settlement of restricted stock units granted and previously reported on Form 4. Row 2 · 2018-03-13 · Exercise / conversion · Acquired 50,000 · Balance 105,926 Row 3 · 2018-03-13 · Sale · Disposed 50,000 · Balance 55,926 F2: Represents weighted average sale price for executed sale transactions on March 13, 2018. The range of prices for such transactions was from $186.78 to $188.95. The reporting person hereby undertakes, upon request by the Commission staff, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price within the range. |
| Stock Option - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $3.38 · Expires 2019-03-12 | Direct | 50,000 |
Reported balance
After 2018-03-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-03-13 · Exercise / conversion · Disposed 50,000 · Balance 50,000 F3: In connection with an option award granted to the reporting person on March 13, 2009, and previously reported on Form 4, 33,333 of the option shares became exercisable on each of March 13, 2010 and March 13, 2011 and 33,334 of the option shares became exercisable on March 13, 2012. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities disposed of represent shares surrendered for tax purposes in connection with the vesting and settlement of restricted stock units granted and previously reported on Form 4.
F2: Represents weighted average sale price for executed sale transactions on March 13, 2018. The range of prices for such transactions was from $186.78 to $188.95. The reporting person hereby undertakes, upon request by the Commission staff, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price within the range.
F3: In connection with an option award granted to the reporting person on March 13, 2009, and previously reported on Form 4, 33,333 of the option shares became exercisable on each of March 13, 2010 and March 13, 2011 and 33,334 of the option shares became exercisable on March 13, 2012.
WASTE MANAGEMENT INC
Report date May 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTPO Collectibles LLC | 4,031 |
Reported balance
After 2026-05-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 861 · Balance 4,031 F1: Stock award granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | Direct | 4,369 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,369 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock award granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOHN WILEY & SONS, INC.
Report date September 26, 2019 · Filed September 30, 2019
Section 16 reporting ended · disclosed 2019-09-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 54,173.84 |
Reported balance
After 2019-09-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-09-26 · Grant · Acquired 569 · Balance 54,173.84 F1: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares.
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 15, 2026 Filed May 18, 2026 19:07 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 861 | $220.71 | $190,031.31 |
DisclosureSEC source: 0001225208-26-005444 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · TPO Collectibles LLC Disclosed balance after: 4,031 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. Read SEC document |
| May 01, 2026 Filed May 4, 2026 21:35 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 3,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001123360-26-000055 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,685 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| July 15, 2025 Filed Jul 16, 2025 17:07 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 696 | $227.45 | $158,301.72 |
DisclosureSEC source: 0001225208-25-006680 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · TPO Collectibles LLC Disclosed balance after: 3,170 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. Read SEC document |
| April 25, 2025 Filed Apr 29, 2025 21:08 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 3,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012760 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,506 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| January 15, 2025 Filed Jan 16, 2025 17:58 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 433 | $207.78 | $89,966.58 |
DisclosureSEC source: 0001225208-25-000678 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · TPO Collectibles LLC Disclosed balance after: 2,474 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. Read SEC document |
| July 15, 2024 Filed Jul 16, 2024 18:45 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 418 | $215.07 | $89,897.17 |
DisclosureSEC source: 0001225208-24-007454 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · TPO Collectibles LLC Disclosed balance after: 2,041 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:22 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013633 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,333 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| January 15, 2024 Filed Jan 17, 2024 18:45 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 499 | $180.29 | $89,964.71 |
DisclosureSEC source: 0001225208-24-000969 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · TPO Collectibles LLC Disclosed balance after: 1,623 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. Read SEC document |
| July 15, 2023 Filed Jul 18, 2023 20:30 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 536 | $167.92 | $90,005.39 |
DisclosureSEC source: 0001225208-23-007569 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · TPO Collectibles LLC Disclosed balance after: 1,124 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:08 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014114 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,487 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 20:38 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 588 | $153.06 | $89,996.34 |
DisclosureSEC source: 0001225208-23-000710 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · TPO Collectibles LLC Disclosed balance after: 588 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 18:23 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 593 | $151.78 | $90,007.02 |
DisclosureSEC source: 0001225208-22-008854 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,369 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:58 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,606 | $136.98 | $219,989.88 |
DisclosureSEC source: 0001127602-22-013059 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,535 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 20:58 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 528 | $156.27 | $82,509.77 |
DisclosureSEC source: 0001225208-22-000795 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,776 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:54 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 571 | $144.48 | $82,498.08 |
DisclosureSEC source: 0001225208-21-010770 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,248 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| April 30, 2021 Filed May 1, 2021 00:28 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 932 | $214.63 | $200,035.16 |
DisclosureSEC source: 0001127602-21-014819 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,929 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 20:28 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 719 | $114.80 | $82,541.20 |
DisclosureSEC source: 0001225208-21-000938 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,677 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 21:06 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 772 | $106.83 | $82,472.76 |
DisclosureSEC source: 0001225208-20-009847 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,958 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 20:20 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantStock Options · Derivative | 20,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001567619-20-012140 · doc1.xml · derivative · entry 2 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2030-06-11 F2 · derivative.exercise_date: The stock options will vest in three annual installments beginning on June 11, 2021, subject to continued service with the Company. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 20:20 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantRestricted Stock Units | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-012140 · doc1.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 F1 · price: The restricted stock units vest in three annual installments beginning June 11, 2021, subject to continued service with the Company. Read SEC document |
| April 30, 2020 Filed May 1, 2020 21:38 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,205 | $166.02 | $200,054.10 |
DisclosureSEC source: 0001127602-20-015076 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,997 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:50 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 654 | $118.50 | $77,500.64 |
DisclosureSEC source: 0001225208-20-000902 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| October 24, 2019 Filed Oct 25, 2019 20:55 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 90 | $161.24 | $14,511.60 |
DisclosureSEC source: 0001127602-19-031106 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,792 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 22:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 569 | $43.90 Strike: $0.00 | $24,979.10 |
DisclosureSEC source: 0001225208-19-012837 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,173.84 Underlying: Class A Common · 569 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. F1 · derivative.expiration_date: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. Read SEC document |
| August 27, 2019 Filed Aug 28, 2019 16:59 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 532 | $118.01 | $62,778.66 |
DisclosureSEC source: 0001225208-19-011955 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532 F1 · security: Stock award granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| August 21, 2019 Filed Sep 10, 2019 13:16 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantStock Option · Derivative | 100,000 | $0.00 Strike: $6.98 | $0.00 |
DisclosureSEC source: 0001709682-19-000018 · wf-form4_156812137714673.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2029-08-21 F1 · derivative.exercise_date: The Stock Option will vest in four equal, annual installments beginning on August 21, 2020. Read SEC document |
| August 21, 2019 Filed Oct 8, 2019 20:40 UTC Amendment | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantStock Option · Derivative | 100,000 | $0.00 Strike: $6.98 | $0.00 |
DisclosureSEC source: 0001709682-19-000044 · wf-form4a_157056719583286.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2029-08-21 F1 · derivative.exercise_date: The Stock Option will vest in three equal, annual installments beginning on August 21, 2020. F2 · derivative.exercise_date: This amendment is being filed to correct the vesting terms originally reported. Read SEC document |
| July 24, 2019 Filed Jul 25, 2019 22:37 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 402.95 | $44.89 Strike: $0.00 | $18,088.43 |
DisclosureSEC source: 0001225208-19-010499 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,604.84 Underlying: Class A Common · 402.95 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 20:00 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 545 | $45.86 Strike: $0.00 | $24,993.70 |
DisclosureSEC source: 0001225208-19-009649 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,201.89 Underlying: Class A Common · 545 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. F1 · derivative.expiration_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 20:22 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,208 | $144.89 | $175,027.12 |
DisclosureSEC source: 0001127602-19-016474 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,702 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| April 17, 2019 Filed Apr 19, 2019 19:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 372.65 | $46.30 Strike: $0.00 | $17,253.70 |
DisclosureSEC source: 0001225208-19-007066 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,656.89 Underlying: Class A Common · 372.65 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| March 21, 2019 Filed Mar 21, 2019 23:03 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 550 | $45.44 Strike: $0.00 | $24,992.00 |
DisclosureSEC source: 0001225208-19-005694 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,284.24 Underlying: Class A Common · 550 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A common stock. F1 · derivative.expiration_date: Quarterly director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A common stock. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 21:19 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 330.99 | $51.25 Strike: $0.00 | $16,963.24 |
DisclosureSEC source: 0001225208-19-001048 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,734.24 Underlying: Class A Common · 330.99 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 22:41 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 519.21 | $48.15 Strike: $0.00 | $24,999.96 |
DisclosureSEC source: 0001225208-18-016974 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,403.25 Underlying: Class A Common · 519.21 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company stock. F1 · derivative.expiration_date: Quarterly director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company stock. Read SEC document |
| October 24, 2018 Filed Oct 25, 2018 21:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 303.92 | $54.92 Strike: $0.00 | $16,691.29 |
DisclosureSEC source: 0001225208-18-014874 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,884.04 Underlying: Class A Common · 303.92 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 19:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 1,809 | $60.80 Strike: $0.00 | $109,987.20 |
DisclosureSEC source: 0001225208-18-013891 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,580.12 Underlying: Class A Common · 1,809 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 19:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 236.93 | $67.60 Strike: $0.00 | $16,016.47 |
DisclosureSEC source: 0001225208-18-011888 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,771.12 Underlying: Class A Common · 236.93 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 30, 2018 Filed May 1, 2018 22:58 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,372 | $113.05 | $155,104.60 |
DisclosureSEC source: 0001127602-18-015833 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,494 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| April 18, 2018 Filed Apr 19, 2018 16:01 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 230.7 | $67.00 Strike: $0.00 | $15,456.90 |
DisclosureSEC source: 0001225208-18-007868 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,534.19 Underlying: Class A Common · 230.7 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| March 21, 2018 Filed Mar 21, 2018 21:15 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 770 | $64.95 Strike: $0.00 | $50,011.50 |
DisclosureSEC source: 0001225208-18-006545 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,303.49 Underlying: Class A Common · 770 shares Expires not disclosed F1 · derivative.exercise_date: Annual director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company stock. F1 · derivative.expiration_date: Annual director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company stock. Read SEC document |
| March 13, 2018 Filed Mar 13, 2018 22:28 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Exercise / conversionStock Option - Right to Buy · Derivative | 50,000 | $0.00 Strike: $3.38 | $0.00 |
DisclosureSEC source: 0001209191-18-019395 · doc4.xml · derivative · entry 4 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2019-03-12 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: In connection with an option award granted to the reporting person on March 13, 2009, and previously reported on Form 4, 33,333 of the option shares became exercisable on each of March 13, 2010 and March 13, 2011 and 33,334 of the option shares became exercisable on March 13, 2012. Read SEC document |
| March 13, 2018 Filed Mar 13, 2018 22:28 UTC | UNITED RENTALS, INC. URI · Entity 2996 | SaleCommon Stock | 50,000 | $187.88 | $9,394,010.00 |
DisclosureSEC source: 0001209191-18-019395 · doc4.xml · nonDerivative · entry 3 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,926 F2 · price: Represents weighted average sale price for executed sale transactions on March 13, 2018. The range of prices for such transactions was from $186.78 to $188.95. The reporting person hereby undertakes, upon request by the Commission staff, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 13, 2018 Filed Mar 13, 2018 22:28 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Exercise / conversionCommon Stock | 50,000 | $3.38 | $168,750.00 |
DisclosureSEC source: 0001209191-18-019395 · doc4.xml · nonDerivative · entry 2 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,926 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 10, 2018 Filed Mar 13, 2018 22:28 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 799 | $189.40 | $151,330.60 |
DisclosureSEC source: 0001209191-18-019395 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,926 F1 · shares: Securities disposed of represent shares surrendered for tax purposes in connection with the vesting and settlement of restricted stock units granted and previously reported on Form 4. Read SEC document |
| March 07, 2018 Filed Mar 8, 2018 22:00 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 1,162 | $181.35 | $210,728.70 |
DisclosureSEC source: 0001209191-18-018130 · doc4.xml · nonDerivative · entry 5 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,725 F1 · shares: Securities disposed of represent shares surrendered for tax purposes in connection with the vesting and settlement of restricted stock units granted and previously reported on Form 4. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 22:00 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 6,109 | $184.99 | $1,130,103.91 |
DisclosureSEC source: 0001209191-18-018130 · doc4.xml · nonDerivative · entry 4 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,887 F4 · shares: These shares comprise an award of restricted stock units granted to the reporting person. Subject to acceleration in certain circumstances, one-third of the units are scheduled to vest on each of March 6, 2019, March 6, 2020 and March 6, 2021. Units are settled with shares of common stock on a one-for-one basis upon vesting. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 22:00 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 494 | $184.99 | $91,385.06 |
DisclosureSEC source: 0001209191-18-018130 · doc4.xml · nonDerivative · entry 3 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,778 F3 · shares: Securities disposed of represent shares withheld for tax purposes in connection with award of 2017 annual bonus. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 22:00 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 1,065 | $184.99 | $197,014.35 |
DisclosureSEC source: 0001209191-18-018130 · doc4.xml · nonDerivative · entry 2 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,272 F2 · shares: Represents 2017 annual bonus payable in the form of unrestricted common stock. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 22:00 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 572 | $184.99 | $105,814.28 |
DisclosureSEC source: 0001209191-18-018130 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,207 F1 · shares: Securities disposed of represent shares surrendered for tax purposes in connection with the vesting and settlement of restricted stock units granted and previously reported on Form 4. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 21:59 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 11,768 | $187.12 | $2,202,028.16 |
DisclosureSEC source: 0001209191-18-004932 · doc4.xml · nonDerivative · entry 2 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,779 F2 · shares: Securities disposed of represent shares surrendered for tax purposes in connection with the vesting and settlement of performance-based restricted stock units. 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.