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 |
|---|---|---|---|---|---|---|
| January 22, 2018 Filed Jan 23, 2018 21:59 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 25,492 | $187.12 | $4,770,063.04 |
DisclosureSEC source: 0001209191-18-004932 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,547 F1 · shares: Represents shares delivered upon vesting of performance-based restricted stock units. Units are settled with shares of common stock on a one-for-one basis. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:25 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 233.22 | $64.90 Strike: $0.00 | $15,135.98 |
DisclosureSEC source: 0001225208-18-000979 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,533.49 Underlying: Class A Common · 233.22 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 |
| October 25, 2017 Filed Oct 27, 2017 20:27 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 278.39 | $54.05 Strike: $0.00 | $15,046.98 |
DisclosureSEC source: 0001225208-17-016620 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,300.27 Underlying: Class A Common · 278.39 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 28, 2017 Filed Oct 2, 2017 21:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 935 | $53.50 Strike: $0.00 | $50,022.50 |
DisclosureSEC source: 0001225208-17-015638 · doc4.xml · derivative · entry 2 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,021.88 Underlying: Class A Common · 935 shares Expires not disclosed F2 · derivative.exercise_date: Annual director cash award accrued as phantom stock units purusant to the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Annual director cash award accrued as phantom stock units purusant to the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 21:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 1,869 | $53.50 Strike: $0.00 | $99,991.50 |
DisclosureSEC source: 0001225208-17-015638 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,086.88 Underlying: Class A Common · 1,869 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| September 15, 2017 Filed Sep 15, 2017 21:29 UTC | UNITED RENTALS, INC. URI · Entity 2996 | SaleCommon Stock | 5,301 | $128.26 | $679,906.26 |
DisclosureSEC source: 0001209191-17-053035 · doc4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,055 F1 · price: Represents weighted average sale price for executed sale transactions on September 15, 2017. The range of prices for such transactions was from $128.25 to $128.2910. 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 |
| July 19, 2017 Filed Jul 21, 2017 20:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 259.77 | $54.15 Strike: $0.00 | $14,066.55 |
DisclosureSEC source: 0001225208-17-012798 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,217.88 Underlying: Class A Common · 259.77 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 |
| May 04, 2017 Filed May 5, 2017 20:41 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,800 | $86.14 | $155,052.00 |
DisclosureSEC source: 0001127602-17-017109 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,122 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 19, 2017 Filed Apr 21, 2017 18:56 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 254.43 | $53.25 Strike: $0.00 | $13,548.40 |
DisclosureSEC source: 0001225208-17-008247 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,958.11 Underlying: Class A Common · 254.43 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 22, 2017 Filed Mar 24, 2017 19:30 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 940 | $53.20 Strike: $0.00 | $50,008.00 |
DisclosureSEC source: 0001225208-17-006790 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,703.68 Underlying: Class A Common · 940 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 10, 2017 Filed Mar 13, 2017 22:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 839 | $122.95 | $103,155.05 |
DisclosureSEC source: 0001104659-17-016171 · a4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,356 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, 2017 Filed Mar 8, 2017 23:32 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 1,220 | $128.15 | $156,343.00 |
DisclosureSEC source: 0001104659-17-015260 · a4.xml · nonDerivative · entry 4 PLUMMER WILLIAM B · CIK 0001254896 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,195 F4 · 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, 2017 Filed Mar 8, 2017 23:32 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 3,699 | $129.78 | $480,056.22 |
DisclosureSEC source: 0001104659-17-015260 · a4.xml · nonDerivative · entry 3 PLUMMER WILLIAM B · CIK 0001254896 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,415 F3 · 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, 2018, March 6, 2019 and March 6, 2020. Units are settled with shares of common stock on a one-for-one basis upon vesting. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:32 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 625 | $129.78 | $81,112.50 |
DisclosureSEC source: 0001104659-17-015260 · a4.xml · nonDerivative · entry 2 PLUMMER WILLIAM B · CIK 0001254896 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,716 F2 · shares: Securities disposed of represent shares withheld for tax purposes in connection with award of 2016 annual bonus. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:32 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 1,284 | $129.78 | $166,637.52 |
DisclosureSEC source: 0001104659-17-015260 · a4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,341 F1 · shares: Represents 2016 annual bonus payable in the form of unrestricted common stock. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 22:13 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 322 | $80.21 | $25,827.62 |
DisclosureSEC source: 0001127602-17-010871 · form4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322 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 |
| March 04, 2017 Filed Mar 7, 2017 23:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 726 | $128.72 | $93,450.72 |
DisclosureSEC source: 0001104659-17-014953 · a4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,057 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 23, 2017 Filed Jan 25, 2017 23:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | Tax withholdingCommon Stock | 5,110 | $110.11 | $562,662.10 |
DisclosureSEC source: 0001104659-17-004059 · a4.xml · nonDerivative · entry 4 PLUMMER WILLIAM B · CIK 0001254896 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,783 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 |
| January 23, 2017 Filed Jan 25, 2017 23:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 4,561 | $110.11 | $502,211.71 |
DisclosureSEC source: 0001104659-17-004059 · a4.xml · nonDerivative · entry 3 PLUMMER WILLIAM B · CIK 0001254896 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,893 F1 · shares: Represents shares delivered upon vesting of performance-based restricted stock units. Units are settled with shares of common stock on a one-for-one basis. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 23:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 3,136 | $110.11 | $345,304.96 |
DisclosureSEC source: 0001104659-17-004059 · a4.xml · nonDerivative · entry 2 PLUMMER WILLIAM B · CIK 0001254896 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,332 F1 · shares: Represents shares delivered upon vesting of performance-based restricted stock units. Units are settled with shares of common stock on a one-for-one basis. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 23:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 2,714 | $110.11 | $298,838.54 |
DisclosureSEC source: 0001104659-17-004059 · a4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,196 F1 · shares: Represents shares delivered upon vesting of performance-based restricted stock units. Units are settled with shares of common stock on a one-for-one basis. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 22:02 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 230.11 | $57.30 Strike: $0.00 | $13,185.30 |
DisclosureSEC source: 0001225208-17-001210 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,763.68 Underlying: Class A Common · 230.11 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 |
| November 09, 2016 Filed Nov 10, 2016 23:33 UTC | UNITED RENTALS, INC. URI · Entity 2996 | SaleCommon Stock | 24,788 | $86.24 | $2,137,717.12 |
DisclosureSEC source: 0001104659-16-156304 · a4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,482 F1 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan on behalf of the reporting person. Read SEC document |
| October 21, 2016 Filed Oct 21, 2016 22:31 UTC | UNITED RENTALS, INC. URI · Entity 2996 | SaleCommon Stock | 11,939 | $79.50 | $949,150.50 |
DisclosureSEC source: 0001104659-16-151399 · a4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,270 F1 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan on behalf of the reporting person. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:20 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 255.09 | $51.38 Strike: $0.00 | $13,106.52 |
DisclosureSEC source: 0001225208-16-040662 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,533.57 Underlying: Class A Common · 255.09 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 22, 2016 Filed Sep 26, 2016 20:06 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 997 | $50.13 Strike: $0.00 | $49,979.61 |
DisclosureSEC source: 0001225208-16-039665 · doc4.xml · derivative · entry 2 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,278.48 Underlying: Class A Common · 997 shares Expires not disclosed F2 · 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. F2 · 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 |
| September 22, 2016 Filed Sep 26, 2016 20:06 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 1,995 | $50.13 Strike: $0.00 | $100,009.35 |
DisclosureSEC source: 0001225208-16-039665 · doc4.xml · derivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,281.48 Underlying: Class A Common · 1,995 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued under the Director Deferred Compensation Plan. Shares settled upon retirement in 100% of Company stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued under the Director Deferred Compensation Plan. Shares settled upon retirement in 100% of Company stock. Read SEC document |
| September 15, 2016 Filed Sep 15, 2016 22:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | SaleCommon Stock | 15,811 | $78.74 | $1,244,879.09 |
DisclosureSEC source: 0001104659-16-144905 · a4.xml · nonDerivative · entry 1 PLUMMER WILLIAM B · CIK 0001254896 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,209 F1 · price: Represents weighted average sale price for executed sale transactions on the sale date. The range of prices for such transactions was from $78.50 to $78.95. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.