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person · Reporting owner

Tallett Elizabeth E

Disclosed activity across 5 companies

Tapewire entity
48709
SEC CIK
0001192460

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Elevance Health, Inc.ELV · Entity 2934DirectorMay 15, 2024May 17, 2024
Moderna, Inc.MRNA · Entity 2025DirectorMay 06, 2026May 08, 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.

Elevance Health, Inc.

Report date May 15, 2024 · Filed May 17, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect10,291 Reported balance After 2024-05-15 transaction · row 1
1 source row

Row 1 · 2024-05-15 · Grant · Acquired 388 · Balance 10,291

F1: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Filing footnotes · ownership attribution and instrument terms

F1: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Moderna, Inc.

Report date May 06, 2026 · Filed May 08, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect8,371 Reported balance After 2026-05-06 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-05-06 · Grant · Acquired 8,371 · Balance 8,371

F1: Restricted stock units convert into common stock on a one-for-one basis.

F2: The shares subject to this restricted stock unit award will vest in full on the earlier of May 6, 2027, or Moderna's next Annual Meeting of Shareholders, subject to the recipient's continued service.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted stock units convert into common stock on a one-for-one basis.

F2: The shares subject to this restricted stock unit award will vest in full on the earlier of May 6, 2027, or Moderna's next Annual Meeting of Shareholders, subject to the recipient's continued service.

Past disclosures · reporting ended (3)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Hawkeye Acquisition, Inc.

Report date December 01, 2021 · Filed December 03, 2021

Section 16 reporting ended · disclosed 2021-12-03. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock ($1 par value)SEC Table I · non-derivativeDirect0 Reported balance After 2021-12-01 transaction · row 1 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 1 · 2021-12-01 · Disposition to issuer · Disposed 28,915 · Balance 0

F1: In connection with the closing of the previously announced acquisition by Gray Television, Inc. ("Gray") of the issuer's local media group business immediately following and subject to the spin-off of the issuer's digital and magazine segments and corporate operations (collectively, the "Transactions") and as described in the issuer's definitive proxy statement filed with the Securities and Exchange Commission on November 8, 2021 (the "Proxy Statement"), each share of Common Stock was exchanged for (i) $16.99 in cash per share and (ii) shares of Common Stock of Meredith Holdings Corporation on a one-for-one basis.

Common Stock ($1 par value)SEC Table I · non-derivativeDirect31,290 Reported balance After 2021-12-01 transaction · row 2 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 2 · 2021-12-01 · Exercise / conversion · Acquired 4,697 · Balance 31,290

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.03 · Expires 2022-11-07Direct0 Reported balance After 2021-12-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2021-12-01 · Disposition to issuer · Disposed 8,100 · Balance 0

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F3: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.29 · Expires 2023-11-06Direct0 Reported balance After 2021-12-01 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2021-12-01 · Disposition to issuer · Disposed 4,064 · Balance 0

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F3: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.51 · Expires 2024-11-12Direct0 Reported balance After 2021-12-01 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2021-12-01 · Disposition to issuer · Disposed 3,912 · Balance 0

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F3: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.51 · Expires 2025-11-11Direct0 Reported balance After 2021-12-01 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2021-12-01 · Disposition to issuer · Disposed 4,389 · Balance 0

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F3: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.96 · Expires 2026-11-09Direct0 Reported balance After 2021-12-01 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2021-12-01 · Disposition to issuer · Disposed 5,685 · Balance 0

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F3: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.06 · Expires 2027-11-08Direct0 Reported balance After 2021-12-01 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2021-12-01 · Disposition to issuer · Disposed 5,936 · Balance 0

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F3: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.83 · Expires 2028-11-14Direct0 Reported balance After 2021-12-01 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · 2021-12-01 · Disposition to issuer · Disposed 4,697 · Balance 0

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F1: In connection with the closing of the previously announced acquisition by Gray Television, Inc. ("Gray") of the issuer's local media group business immediately following and subject to the spin-off of the issuer's digital and magazine segments and corporate operations (collectively, the "Transactions") and as described in the issuer's definitive proxy statement filed with the Securities and Exchange Commission on November 8, 2021 (the "Proxy Statement"), each share of Common Stock was exchanged for (i) $16.99 in cash per share and (ii) shares of Common Stock of Meredith Holdings Corporation on a one-for-one basis.

F4: Nonqualified stock options awarded pursuant to the Meredith Corporation 2014 Stock Incentive Plan, which become exercisable one-third per year over a three-year period beginning on the first anniversary of the grant date and expire on the tenth anniversary of the grant date.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.22 · Expires 2029-11-13Direct0 Reported balance After 2021-12-01 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2021-12-01 · Disposition to issuer · Disposed 8,161 · Balance 0

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F3: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.33 · Expires 2030-11-11Direct0 Reported balance After 2021-12-01 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · 2021-12-01 · Disposition to issuer · Disposed 11,692 · Balance 0

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F3: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Stock equivalent unitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2021-12-01 transaction · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · 2021-12-01 · Disposition to issuer · Disposed 25,282 · Balance 0

F5: In connection with the Transactions and as described in the Proxy Statement, these awards were canceled in exchange for (i) $16.99 in cash per share and (ii) stock equivalent units of Meredith Holdings Corporation with respect to an equal number of shares subject to these awards.

F6: Pursuant to their original terms, the Stock Equivalent Units were convertible to Common Stock on a one-for-one basis upon the reporting person's resignation, retirement or other termination of service on the issuer's Board of Directors.

Filing footnotes · ownership attribution and instrument terms

F1: In connection with the closing of the previously announced acquisition by Gray Television, Inc. ("Gray") of the issuer's local media group business immediately following and subject to the spin-off of the issuer's digital and magazine segments and corporate operations (collectively, the "Transactions") and as described in the issuer's definitive proxy statement filed with the Securities and Exchange Commission on November 8, 2021 (the "Proxy Statement"), each share of Common Stock was exchanged for (i) $16.99 in cash per share and (ii) shares of Common Stock of Meredith Holdings Corporation on a one-for-one basis.

F2: In connection with the Transactions and as described in the Proxy Statement, the exercise price of this option was adjusted, which adjusted exercise price is reported in column 2 above, and this option was canceled in exchange for (i) a cash amount equal to the excess, if any, of $16.99 per share less the adjusted exercise price and (ii) a stock option of Meredith Holdings Corporation with respect to an equal number of shares subject to this option.

F3: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

F4: Nonqualified stock options awarded pursuant to the Meredith Corporation 2014 Stock Incentive Plan, which become exercisable one-third per year over a three-year period beginning on the first anniversary of the grant date and expire on the tenth anniversary of the grant date.

F5: In connection with the Transactions and as described in the Proxy Statement, these awards were canceled in exchange for (i) $16.99 in cash per share and (ii) stock equivalent units of Meredith Holdings Corporation with respect to an equal number of shares subject to these awards.

F6: Pursuant to their original terms, the Stock Equivalent Units were convertible to Common Stock on a one-for-one basis upon the reporting person's resignation, retirement or other termination of service on the issuer's Board of Directors.

Meredith Holdings Corp

Report date December 01, 2021 · Filed December 03, 2021

Section 16 reporting ended · disclosed 2021-12-03. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock ($1 par value)SEC Table I · non-derivativeDirect0 Reported balance After 2021-12-01 transaction · row 1
1 source row

Row 1 · 2021-12-01 · Disposition to issuer · Disposed 28,915 · Balance 0

F1: The Reporting Person received these shares in the previously announced spin-off of Meredith Corporation's digital and magazine segments and corporate operations (the "Spin-Off"), described in the issuer's Registration Statement on Form 10 filed with the Securities and Exchange Commission on November 9, 2021 (the "Form 10"). The Spin-Off involved the pro rata distribution of shares of the issuer by Meredith Corporation to its shareholders on a one-for-one basis and the Spin-Off was consummated on December 1, 2021. The Reporting Person's receipt of such shares in the Spin-Off was exempt from reporting pursuant to Rule 16a-9.

F2: In connection with the closing of the previously announced acquisition of the issuer by Dotdash Media Inc. (the "Merger") and as described in the Current Report on Form 8-K filed by Meredith Corporation, which was previously the issuer's parent company, on October 6, 2021 (the "8-K"), each share of Common Stock was exchanged for $42.18 in cash per share.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.03 · Expires 2022-11-07Direct8,100 Reported balance After 2021-12-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2021-12-01 · Grant · Acquired 8,100 · Balance 8,100

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.03 · Expires 2022-11-07Direct0 Reported balance After 2021-12-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2021-12-01 · Disposition to issuer · Disposed 8,100 · Balance 0

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.29 · Expires 2023-11-06Direct4,064 Reported balance After 2021-12-01 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2021-12-01 · Grant · Acquired 4,064 · Balance 4,064

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.29 · Expires 2023-11-06Direct0 Reported balance After 2021-12-01 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2021-12-01 · Disposition to issuer · Disposed 4,064 · Balance 0

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.51 · Expires 2024-11-12Direct3,912 Reported balance After 2021-12-01 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2021-12-01 · Grant · Acquired 3,912 · Balance 3,912

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.51 · Expires 2024-11-12Direct0 Reported balance After 2021-12-01 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2021-12-01 · Disposition to issuer · Disposed 3,912 · Balance 0

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.51 · Expires 2025-11-11Direct4,389 Reported balance After 2021-12-01 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2021-12-01 · Grant · Acquired 4,389 · Balance 4,389

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.51 · Expires 2025-11-11Direct0 Reported balance After 2021-12-01 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · 2021-12-01 · Disposition to issuer · Disposed 4,389 · Balance 0

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.06 · Expires 2027-11-08Direct5,936 Reported balance After 2021-12-01 transaction · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · 2021-12-01 · Grant · Acquired 5,936 · Balance 5,936

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.06 · Expires 2027-11-08Direct0 Reported balance After 2021-12-01 transaction · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 13 · 2021-12-01 · Disposition to issuer · Disposed 5,936 · Balance 0

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.83 · Expires 2028-11-14Direct4,697 Reported balance After 2021-12-01 transaction · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 14 · 2021-12-01 · Grant · Acquired 4,697 · Balance 4,697

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.83 · Expires 2028-11-14Direct0 Reported balance After 2021-12-01 transaction · row 15 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 15 · 2021-12-01 · Disposition to issuer · Disposed 4,697 · Balance 0

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.22 · Expires 2029-11-13Direct8,161 Reported balance After 2021-12-01 transaction · row 16 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 16 · 2021-12-01 · Grant · Acquired 8,161 · Balance 8,161

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.22 · Expires 2029-11-13Direct0 Reported balance After 2021-12-01 transaction · row 17 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 17 · 2021-12-01 · Disposition to issuer · Disposed 8,161 · Balance 0

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.33 · Expires 2030-11-11Direct11,692 Reported balance After 2021-12-01 transaction · row 18 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 18 · 2021-12-01 · Grant · Acquired 11,692 · Balance 11,692

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.33 · Expires 2030-11-11Direct0 Reported balance After 2021-12-01 transaction · row 19 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 19 · 2021-12-01 · Disposition to issuer · Disposed 11,692 · Balance 0

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Common Stock ($1 par value)SEC Table II · derivative / convertible security · Conversion / exercise price $33.96 · Expires 2026-11-09Direct5,685 Reported balance After 2021-12-01 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2021-12-01 · Grant · Acquired 5,685 · Balance 5,685

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Common Stock ($1 par value)SEC Table II · derivative / convertible security · Conversion / exercise price $33.96 · Expires 2026-11-09Direct0 Reported balance After 2021-12-01 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · 2021-12-01 · Disposition to issuer · Disposed 5,685 · Balance 0

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

Stock Equivalent UnitsSEC Table II · derivative / convertible securityDirect25,282 Reported balance After 2021-12-01 transaction · row 20 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 20 · 2021-12-01 · Grant · Acquired 25,282 · Balance 25,282

F6: In connection with the Merger and as described in the 8-K, these awards were canceled in exchange for $42.18 in cash per share.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F7: Pursuant to their original terms, the Stock Equivalent Units were convertible to Common Stock on a one-for-one basis upon the reporting person's resignation, retirement or other termination of service on the issuer's Board of Directors.

Stock Equivalent UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2021-12-01 transaction · row 21 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 21 · 2021-12-01 · Disposition to issuer · Disposed 25,282 · Balance 0

F6: In connection with the Merger and as described in the 8-K, these awards were canceled in exchange for $42.18 in cash per share.

F7: Pursuant to their original terms, the Stock Equivalent Units were convertible to Common Stock on a one-for-one basis upon the reporting person's resignation, retirement or other termination of service on the issuer's Board of Directors.

Filing footnotes · ownership attribution and instrument terms

F1: The Reporting Person received these shares in the previously announced spin-off of Meredith Corporation's digital and magazine segments and corporate operations (the "Spin-Off"), described in the issuer's Registration Statement on Form 10 filed with the Securities and Exchange Commission on November 9, 2021 (the "Form 10"). The Spin-Off involved the pro rata distribution of shares of the issuer by Meredith Corporation to its shareholders on a one-for-one basis and the Spin-Off was consummated on December 1, 2021. The Reporting Person's receipt of such shares in the Spin-Off was exempt from reporting pursuant to Rule 16a-9.

F2: In connection with the closing of the previously announced acquisition of the issuer by Dotdash Media Inc. (the "Merger") and as described in the Current Report on Form 8-K filed by Meredith Corporation, which was previously the issuer's parent company, on October 6, 2021 (the "8-K"), each share of Common Stock was exchanged for $42.18 in cash per share.

F3: In connection with the Merger and as described in the 8-K, this option was canceled in exchange for a cash amount equal to the excess, if any, of $42.18 per share less the exercise price.

F4: In connection with the Spin-Off and as described in the Form 10, the Reporting Person received this award in partial consideration for the cancellation of an equity award of Meredith Corporation previously held by the Reporting Person.

F5: Pursuant to their original terms, the options were convertible to Common Stock on a one-for-one basis one-third per year over a three-year period beginning on the first anniversary of the grant date until completed on the third anniversary of the grant.

F6: In connection with the Merger and as described in the 8-K, these awards were canceled in exchange for $42.18 in cash per share.

F7: Pursuant to their original terms, the Stock Equivalent Units were convertible to Common Stock on a one-for-one basis upon the reporting person's resignation, retirement or other termination of service on the issuer's Board of Directors.

PRINCIPAL FINANCIAL GROUP INC

Report date June 25, 2021 · Filed June 29, 2021

Section 16 reporting ended · disclosed 2021-05-21. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible securityDirect8,128 Reported balance After 2021-06-25 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2021-06-25 · Grant · Acquired 74 · Balance 8,128

F1: The units convert to common stock on a one-for-one basis.

F2: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Filing footnotes · ownership attribution and instrument terms

F1: The units convert to common stock on a one-for-one basis.

F2: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 06, 2018 Filed Sep 7, 2018 16:44 UTC Hawkeye Acquisition, Inc. MDP · Entity 132775 Exercise / conversionCommon Stock ($1 par value) 6,000 $18.56 $111,360.00
Disclosure

SEC source: 0000065011-18-000114 · wf-form4_153635306532691.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,636

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 · security: Common stock includes restricted shares and shares held by the reporting person in a street name account.

Read SEC document
June 29, 2018 Filed Jul 3, 2018 20:49 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 67 $52.95 $3,547.65
Disclosure

SEC source: 0001126328-18-000200 · edgar.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,939.4

Underlying: Common Stock · 67 shares

Expires not disclosed

F2 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F3 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F3 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
June 29, 2018 Filed Jul 3, 2018 20:49 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 488 $0.00 $0.00
Disclosure

SEC source: 0001126328-18-000200 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,207

F1 · price: Grant of restricted stock units.

Read SEC document
June 06, 2018 Filed Jun 7, 2018 20:34 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 54.9 $56.91 $3,124.36
Disclosure

SEC source: 0001126328-18-000179 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,872.4

Underlying: Common Stock · 54.9 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
May 22, 2018 Filed May 23, 2018 20:45 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 2,752 $0.00 $0.00
Disclosure

SEC source: 0001126328-18-000169 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,719

F1 · price: Grant of restricted stock units.

Read SEC document
May 16, 2018 Filed May 18, 2018 20:19 UTC Elevance Health, Inc. ANTM · Entity 2934 GrantCommon Stock 753 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-018129 · form4.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,061

F1 · shares: Phantom Stock units accrued under the Anthem, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The phantom stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
March 29, 2018 Filed Apr 2, 2018 20:45 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 56.6 $60.91 $3,447.51
Disclosure

SEC source: 0001126328-18-000128 · edgar.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,817.5

Underlying: Common Stock · 56.6 shares

Expires not disclosed

F2 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F3 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F3 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
March 29, 2018 Filed Apr 2, 2018 20:45 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 389 $0.00 $0.00
Disclosure

SEC source: 0001126328-18-000128 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,967

F1 · price: Grant of restricted stock units.

Read SEC document
December 28, 2017 Filed Jan 2, 2018 22:33 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 45.7 $71.39 $3,262.52
Disclosure

SEC source: 0001126328-18-000010 · edgar.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,760.9

Underlying: Common Stock · 45.7 shares

Expires not disclosed

F2 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F3 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F3 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
December 28, 2017 Filed Jan 2, 2018 22:33 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 317 $0.00 $0.00
Disclosure

SEC source: 0001126328-18-000010 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,578

F1 · price: Grant of restricted stock units.

Read SEC document
December 06, 2017 Filed Dec 7, 2017 21:39 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 54.7 $70.82 $3,873.85
Disclosure

SEC source: 0001126328-17-000305 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,715.2

Underlying: Common Stock · 54.7 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
November 17, 2017 Filed Nov 20, 2017 20:45 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 7.3 $68.64 $501.07
Disclosure

SEC source: 0001126328-17-000287 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,660.5

Underlying: Common Stock · 7.3 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
November 08, 2017 Filed Nov 13, 2017 10:23 UTC Hawkeye Acquisition, Inc. MDP · Entity 132775 GrantStock equivalent units · Derivative 1,162 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000065011-17-000144 · wf-form4_151058660726529.xml · derivative · entry 3

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,978

Underlying: Stock equivalent units · 1,162 shares

Expires not disclosed

F4 · derivative.exercise_date: Stock equivalent units issued pursuant to the Meredith Corporation 2014 Stock Incentive Plan, which will be converted to Common Stock ($1 par value) on a one-for-one basis upon the reporting person's resignation, retirement or other termination of service on the Meredith Board of Directors. Quarterly dividends are accrued in the form of additional stock equivalents.

F4 · derivative.expiration_date: Stock equivalent units issued pursuant to the Meredith Corporation 2014 Stock Incentive Plan, which will be converted to Common Stock ($1 par value) on a one-for-one basis upon the reporting person's resignation, retirement or other termination of service on the Meredith Board of Directors. Quarterly dividends are accrued in the form of additional stock equivalents.

Read SEC document
November 08, 2017 Filed Nov 13, 2017 10:23 UTC Hawkeye Acquisition, Inc. MDP · Entity 132775 GrantNon-Qualified Stock Option (right to buy) · Derivative 5,936 $0.00 Strike: $52.00 $0.00
Disclosure

SEC source: 0000065011-17-000144 · wf-form4_151058660726529.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,936

Underlying: Common Stock ($1 par value) · 5,936 shares

Expires 2027-11-08

F3 · derivative.exercise_date: Nonqualified stock options awarded pursuant to the Meredith Corporation 2014 Stock Incentive Plan, which become exercisable one-third per year over a three-year period beginning on the first anniversary of the grant date.

Read SEC document
November 08, 2017 Filed Nov 13, 2017 10:23 UTC Hawkeye Acquisition, Inc. MDP · Entity 132775 GrantCommon Stock ($1 par value) 1,058 $0.00 $0.00
Disclosure

SEC source: 0000065011-17-000144 · wf-form4_151058660726529.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,500

F1 · security: This restricted stock was awarded pursuant to the Meredith Corporation 2014 Stock Incentive Plan. The shares are subject to forfeiture and non-transferable until vested. Restrictions on the shares lapse on 1/3 of the shares per year commencing on the first anniversary of the grant date.

F2 · balance_after: Common stock includes restricted shares and shares held by the reporting person in a street name account.

Read SEC document
October 06, 2017 Filed Oct 10, 2017 13:41 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 11.3 $66.65 $753.15
Disclosure

SEC source: 0001126328-17-000249 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,653.2

Underlying: Common Stock · 11.3 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
September 29, 2017 Filed Oct 3, 2017 19:35 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 48.1 $64.34 $3,094.75
Disclosure

SEC source: 0001126328-17-000234 · edgar.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,641.9

Underlying: Common Stock · 48.1 shares

Expires not disclosed

F2 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F3 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F3 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
September 29, 2017 Filed Oct 3, 2017 19:35 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 335 $0.00 $0.00
Disclosure

SEC source: 0001126328-17-000234 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,261

F1 · price: Grant of restricted stock units.

Read SEC document
September 22, 2017 Filed Sep 25, 2017 15:35 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 3.9 $63.12 $246.17
Disclosure

SEC source: 0001126328-17-000223 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,593.8

Underlying: Common Stock · 3.9 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
August 04, 2017 Filed Aug 8, 2017 13:50 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 3.7 $67.04 $248.05
Disclosure

SEC source: 0001126328-17-000204 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,589.8

Underlying: Common Stock · 3.7 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 20:10 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 46.5 $64.07 $2,979.26
Disclosure

SEC source: 0001126328-17-000180 · edgar.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,586.1

Underlying: Common Stock · 46.5 shares

Expires not disclosed

F2 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F3 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F3 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 20:10 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 327 $0.00 $0.00
Disclosure

SEC source: 0001126328-17-000180 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,926

F1 · price: Grant of restricted stock units.

Read SEC document
June 02, 2017 Filed Jun 6, 2017 18:21 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 60.6 $63.96 $3,875.98
Disclosure

SEC source: 0001126328-17-000157 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,539.6

Underlying: Common Stock · 60.6 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
May 19, 2017 Filed May 22, 2017 21:28 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 4.1 $60.83 $249.40
Disclosure

SEC source: 0001126328-17-000149 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,479

Underlying: Common Stock · 4.1 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
May 18, 2017 Filed May 22, 2017 20:18 UTC Elevance Health, Inc. ANTM · Entity 2934 GrantCommon Stock 990 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-019008 · form4.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,308

F1 · shares: Phantom Stock units accrued under the Anthem, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The phantom stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
May 16, 2017 Filed May 18, 2017 14:23 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 2,032 $0.00 $0.00
Disclosure

SEC source: 0001126328-17-000139 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,599

F1 · price: Grant of restricted stock units.

Read SEC document
March 31, 2017 Filed Apr 4, 2017 19:16 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 45.8 $63.11 $2,890.44
Disclosure

SEC source: 0001126328-17-000094 · edgar.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,474.9

Underlying: Common Stock · 45.8 shares

Expires not disclosed

F2 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F3 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F3 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
March 31, 2017 Filed Apr 4, 2017 19:16 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 308 $0.00 $0.00
Disclosure

SEC source: 0001126328-17-000094 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,567

F1 · price: Grant of restricted stock units.

Read SEC document
March 10, 2017 Filed Mar 13, 2017 19:52 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 11.8 $63.54 $749.77
Disclosure

SEC source: 0001126328-17-000082 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,429.1

Underlying: Common Stock · 11.8 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
February 10, 2017 Filed Feb 13, 2017 22:48 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 8.2 $60.86 $499.05
Disclosure

SEC source: 0001126328-17-000047 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,417.3

Underlying: Common Stock · 8.2 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

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December 27, 2016 Filed Dec 29, 2016 21:47 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 46.1 $58.73 $2,707.45
Disclosure

SEC source: 0001126328-16-000645 · edgar.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,409.1

Underlying: Common Stock · 46.1 shares

Expires not disclosed

F2 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F3 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F3 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

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December 27, 2016 Filed Dec 29, 2016 21:47 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 314 $0.00 $0.00
Disclosure

SEC source: 0001126328-16-000645 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,259

F1 · price: Grant of restricted stock units.

Read SEC document
December 06, 2016 Filed Dec 7, 2016 22:00 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 65.2 $59.42 $3,874.18
Disclosure

SEC source: 0001126328-16-000620 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,363

Underlying: Common Stock · 65.2 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
November 18, 2016 Filed Nov 21, 2016 22:19 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 8.7 $57.66 $501.64
Disclosure

SEC source: 0001126328-16-000607 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,297.8

Underlying: Common Stock · 8.7 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
November 09, 2016 Filed Nov 14, 2016 21:23 UTC Hawkeye Acquisition, Inc. MDP · Entity 132775 GrantNon-Qualified Stock Option (right to buy) · Derivative 5,685 $0.00 Strike: $47.65 $0.00
Disclosure

SEC source: 0000065011-16-000357 · wf-form4_147917657873858.xml · derivative · entry 3

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,685

Underlying: Common Stock ($1 par value) · 5,685 shares

Expires 2026-11-09

F3 · derivative.exercise_date: Nonqualified stock options awarded pursuant to the Meredith Corporation 2014 Stock Incentive Plan, which become exercisable one-third per year over a three-year period beginning on the first anniversary of the grant date and expire on the tenth anniversary of the grant date.

F3 · derivative.expiration_date: Nonqualified stock options awarded pursuant to the Meredith Corporation 2014 Stock Incentive Plan, which become exercisable one-third per year over a three-year period beginning on the first anniversary of the grant date and expire on the tenth anniversary of the grant date.

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November 09, 2016 Filed Nov 14, 2016 21:23 UTC Hawkeye Acquisition, Inc. MDP · Entity 132775 GrantStock equivalent units · Derivative 1,047 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000065011-16-000357 · wf-form4_147917657873858.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,340

Underlying: Stock equivalent units · 1,047 shares

Expires not disclosed

F2 · derivative.exercise_date: Stock equivalent units issued pursuant to the Meredith Corporation 2014 Stock Incentive Plan, which will be converted to Common Stock ($1 par value) on a one-for-one basis upon the reporting person's resignation, retirement or other termination of service on the Meredith Board of Directors. Quarterly dividends are accrued in the form of additional stock equivalents.

F2 · derivative.expiration_date: Stock equivalent units issued pursuant to the Meredith Corporation 2014 Stock Incentive Plan, which will be converted to Common Stock ($1 par value) on a one-for-one basis upon the reporting person's resignation, retirement or other termination of service on the Meredith Board of Directors. Quarterly dividends are accrued in the form of additional stock equivalents.

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November 09, 2016 Filed Nov 14, 2016 21:23 UTC Hawkeye Acquisition, Inc. MDP · Entity 132775 GrantCommon Stock ($1 par value) 1,050 $0.00 $0.00
Disclosure

SEC source: 0000065011-16-000357 · wf-form4_147917657873858.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,308

F1 · security: This restricted stock was awarded pursuant to the Meredith Corporation 2014 Stock Incentive Plan. The shares are subject to forfeiture and non-transferable until vested. Restrictions on the shares lapse on 1/3 of the shares per year commencing on the first anniversary of the grant date.

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October 07, 2016 Filed Oct 11, 2016 14:53 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 4.8 $52.26 $250.85
Disclosure

SEC source: 0001126328-16-000582 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,289.1

Underlying: Common Stock · 4.8 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
September 30, 2016 Filed Oct 4, 2016 20:21 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 49.5 $51.51 $2,549.75
Disclosure

SEC source: 0001126328-16-000569 · edgar.xml · derivative · entry 2

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,284.3

Underlying: Common Stock · 49.5 shares

Expires not disclosed

F2 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F3 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F3 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

Read SEC document
September 30, 2016 Filed Oct 4, 2016 20:21 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 339 $0.00 $0.00
Disclosure

SEC source: 0001126328-16-000569 · edgar.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,945

F1 · price: Grant of restricted stock units.

Read SEC document
September 09, 2016 Filed Sep 12, 2016 19:46 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantPhantom Stock Units · Derivative 15.5 $48.37 $749.74
Disclosure

SEC source: 0001126328-16-000550 · edgar.xml · derivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,234.8

Underlying: Common Stock · 15.5 shares

Expires not disclosed

F1 · derivative.exercise_price: The units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

F2 · derivative.expiration_date: The reported phantom stock units were acquired pursuant to the Principal Deferred Compensation Plan for Non-Employee Directors and will be settled on the reporting person's retirement.

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.