Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | June 30, 2024 | July 02, 2024 |
| AUTOZONE INCAZO · Entity 8831 | Director | January 01, 2026 | January 05, 2026 |
| COLUMBUS MCKINNON CORPCMCO · Entity 5477 | Director | May 31, 2017 | July 19, 2017 |
| DARLING INGREDIENTS INC.DAR · Entity 3512 | Director | May 07, 2026 | May 08, 2026 |
| Williams Industrial Services Group Inc.WLMS · Entity 114766 | Director | February 02, 2023 | February 03, 2023 |
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.
AMERICAN ELECTRIC POWER CO INC
Report date June 30, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 32,087.68 |
Reported balance
After 2024-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-06-30 · Grant · Acquired 487.74 · Balance 32,087.68 F1: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3: Was AEP Stock Price at the time of the transaction. F2: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. |
Filing footnotes · ownership attribution and instrument terms
F1: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock.
F2: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time.
F3: Was AEP Stock Price at the time of the transaction.
AUTOZONE INC
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,986.71 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 91.4 · Balance 2,986.71 |
COLUMBUS MCKINNON CORP
Report date May 31, 2017 · Filed July 19, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,070 |
Ending reported balance
After 2017-05-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-05-31 · Exercise / conversion · Acquired 1,509 · Balance 40,925 F1: 1,510.6542 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 1,509 shares were issued as common stock and 1.6542 was issued in cash of $44.97. Row 2 · 2017-05-31 · Exercise / conversion · Acquired 762 · Balance 41,687 F2: 762.6558 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 762 shares were issued as common stock and .6558 was issued in cash of $17.84. Row 3 · 2017-05-31 · Exercise / conversion · Acquired 383 · Balance 42,070 F3: 383.6386 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 383 shares were issued as common stock and .6386 was issued in cash of $17.36. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-05-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-05-31 · Exercise / conversion · Disposed 1,510.6542 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F1: 1,510.6542 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 1,509 shares were issued as common stock and 1.6542 was issued in cash of $44.97. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-05-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-05-31 · Exercise / conversion · Disposed 762.6558 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2: 762.6558 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 762 shares were issued as common stock and .6558 was issued in cash of $17.84. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-05-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-05-31 · Exercise / conversion · Disposed 383.6386 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F3: 383.6386 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 383 shares were issued as common stock and .6386 was issued in cash of $17.36. |
Filing footnotes · ownership attribution and instrument terms
F1: 1,510.6542 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 1,509 shares were issued as common stock and 1.6542 was issued in cash of $44.97.
F2: 762.6558 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 762 shares were issued as common stock and .6558 was issued in cash of $17.84.
F3: 383.6386 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 383 shares were issued as common stock and .6386 was issued in cash of $17.36.
F4: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock.
DARLING INGREDIENTS INC.
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,836 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 2,650 · Balance 42,836 |
Williams Industrial Services Group Inc.
Report date February 02, 2023 · Filed February 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 134,470 |
Reported balance
After 2023-02-02 transaction · row 1
1 source rowRow 1 · 2023-02-02 · Grant · Acquired 85,821 · Balance 134,470 F1: Consists of restricted shares granted under the 2015 Equity Incentive Plan, as amended and restated, all of which will vest on February 2, 2024. The vesting of the grant disclosed herein is subject to continued service as a director through the vesting and accelerated vesting upon occurrence of certain events. Any shares that do not vest will be forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted shares granted under the 2015 Equity Incentive Plan, as amended and restated, all of which will vest on February 2, 2024. The vesting of the grant disclosed herein is subject to continued service as a director through the vesting and accelerated vesting upon occurrence of certain events. Any shares that do not vest will be forfeited.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 31, 2017 Filed Jul 19, 2017 20:10 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionRestricted Stock Units · Derivative | 383.6386 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000217 · wf-form4_150049500802761.xml · derivative · entry 6 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 383.6386 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F3 · derivative.exercise_date: 383.6386 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 383 shares were issued as common stock and .6386 was issued in cash of $17.36. F3 · derivative.expiration_date: 383.6386 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 383 shares were issued as common stock and .6386 was issued in cash of $17.36. Read SEC document |
| May 31, 2017 Filed Jul 19, 2017 20:10 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionRestricted Stock Units · Derivative | 762.6558 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000217 · wf-form4_150049500802761.xml · derivative · entry 5 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 762.6558 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_date: 762.6558 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 762 shares were issued as common stock and .6558 was issued in cash of $17.84. F2 · derivative.expiration_date: 762.6558 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 762 shares were issued as common stock and .6558 was issued in cash of $17.84. Read SEC document |
| May 31, 2017 Filed Jul 19, 2017 20:10 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionRestricted Stock Units · Derivative | 1,510.6542 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000217 · wf-form4_150049500802761.xml · derivative · entry 4 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,510.6542 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F1 · derivative.exercise_date: 1,510.6542 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 1,509 shares were issued as common stock and 1.6542 was issued in cash of $44.97. F1 · derivative.expiration_date: 1,510.6542 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 1,509 shares were issued as common stock and 1.6542 was issued in cash of $44.97. Read SEC document |
| May 31, 2017 Filed Jul 19, 2017 20:10 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000217 · wf-form4_150049500802761.xml · nonDerivative · entry 3 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,070 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: 383.6386 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 383 shares were issued as common stock and .6386 was issued in cash of $17.36. Read SEC document |
| May 31, 2017 Filed Jul 19, 2017 20:10 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000217 · wf-form4_150049500802761.xml · nonDerivative · entry 2 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,687 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: 762.6558 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 762 shares were issued as common stock and .6558 was issued in cash of $17.84. Read SEC document |
| May 31, 2017 Filed Jul 19, 2017 20:10 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 1,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000217 · wf-form4_150049500802761.xml · nonDerivative · entry 1 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,925 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: 1,510.6542 restricted stock units became fully vested upon reporting persons resignation as a director of issuer as of May 31, 2017, of which 1,509 shares were issued as common stock and 1.6542 was issued in cash of $44.97. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:29 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 0.6056 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000117 · wf-form4_149503857403290.xml · derivative · entry 4 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383.6386 Underlying: Common Stock · 383.033 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F5 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. F5 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:29 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 1.2112 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000117 · wf-form4_149503857403290.xml · derivative · entry 3 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762.6558 Underlying: Common Stock · 761.4446 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:29 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 2.4223 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000117 · wf-form4_149503857403290.xml · derivative · entry 2 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510.6542 Underlying: Common Stock · 1,508.2319 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. Read SEC document |
| May 09, 2017 Filed May 10, 2017 20:52 UTC | DARLING INGREDIENTS INC. DAR · Entity 3512 | GrantCommon stock | 7,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-019404 · doc1.xml · nonDerivative · entry 1 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,097 Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 20:33 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 586.548 | $67.13 Strike: $0.00 | $39,374.97 |
DisclosureSEC source: 0001398889-17-000059 · edgar.xml · derivative · entry 1 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,296.66 Underlying: Common Stock · 586.548 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:27 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 0.5537 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000038 · wf-form4_148780246534787.xml · derivative · entry 4 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383.033 Underlying: Common Stock · 382.4793 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F5 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. F5 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:27 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 1.1074 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000038 · wf-form4_148780246534787.xml · derivative · entry 3 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761.4446 Underlying: Common Stock · 760.3372 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:27 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 2.2148 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000038 · wf-form4_148780246534787.xml · derivative · entry 2 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,508.2319 Underlying: Common Stock · 1,506.0171 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 21:36 UTC | AUTOZONE INC AZO · Entity 8831 | GrantCommon Stock | 272.22 | $789.79 | $214,996.63 |
DisclosureSEC source: 0001225208-17-000095 · doc4.xml · nonDerivative · entry 1 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,465.14 F1 · security: Granted in accordance with the Amended and Restated AutoZone, Inc. 2011 Equity Incentive Award Plan (the "Plan"). Pursuant to the AutoZone, Inc. 2016 Director Compensation Program (the "2016 Program"), directors may elect to be paid either (1) 100% of their annual retainer fees and any additional fees in the form of restricted stock units ("RSUs") or (2) $80,000 of their annual retainer fees and any additional fees in the form of cash, with the remaining portion of the annual retainer fee ($125,000) paid in the form of restricted stock units. All fees taken in the form of RSUs are paid annually and any portion of the fees to be paid in cash are paid on a quarterly basis. F2 · shares: Restricted stock units (fully vested on the date of grant) issued to the reporting person in accordance with the Plan and the 2016 Program in lieu of the annual retainer fees plus additional fees in an aggregate amount equal to $215,000. The number of shares of the issuer's common stock underlying the restricted stock unit award is equal to the reporting person's aggregate annual retainer fees plus additional fees, divided by the closing market price of a share of the issuer's common stock on December 30, 2016. F4 · price: The price per share is equal to the closing market price of a share of the issuer's common stock on December 30, 2016. F3 · acquired: The shares will be delivered to the reporting person upon the earlier of (a) the date on which the reporting person ceases to be a director for any reason, provided that such reporting person incurs a "separation from service" from the issuer (within the meaning of Section 409A of the Internal Revenue Code and the related Treasury Regulations) (the "Termination Date") or (b) the fifth anniversary of the grant date, in which event the reporting person will have an opportunity to re-defer the delivery of the shares up to one year prior to the fifth anniversary; unless the reporting person has irrevocably elected in writing by December 31, 2016, to defer the delivery of such shares until the Termination Date. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 21:27 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 625.397 | $62.96 Strike: $0.00 | $39,375.00 |
DisclosureSEC source: 0001398889-17-000008 · edgar.xml · derivative · entry 1 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,616.33 Underlying: Common Stock · 625.397 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:55 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 0.6245 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-16-000523 · wf-form4_147985531458668.xml · derivative · entry 4 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382.4793 Underlying: Common Stock · 381.8548 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F5 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. F5 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:55 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 1.249 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-16-000523 · wf-form4_147985531458668.xml · derivative · entry 3 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760.3372 Underlying: Common Stock · 759.0882 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:55 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 2.498 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-16-000523 · wf-form4_147985531458668.xml · derivative · entry 2 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,506.0171 Underlying: Common Stock · 1,503.5191 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 18:33 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 613.222 | $64.21 Strike: $0.00 | $39,374.98 |
DisclosureSEC source: 0001398889-16-000311 · edgar.xml · derivative · entry 1 GOODSPEED LINDA · CIK 0001160519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,883.56 Underlying: Common Stock · 613.222 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. 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.