Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accelerant HoldingsARX · Entity 4013 | Chief Financial Officer | March 31, 2026 | April 03, 2026 |
| MSCI Inc.MSCI · Entity 3075 | CFO and Treasurer | May 06, 2020 | May 08, 2020 |
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.
Accelerant Holdings
Report date March 31, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 214,408 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 214,408 F1: Represents an award of Restricted Stock Units granted to the Reporting Person on March 18, 2026 (the "Grant Date") prior to her appointment as an officer of the Issuer. The RSUs are scheduled to vest as to twenty-five percent (25%) of the RSUs on the one-year anniversary of the Grant Date and as to six and one-quarter percent (6-1/4%) of the RSUs on the first day of each of the twelve (12) calendar quarters beginning after such anniversary. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units granted to the Reporting Person on March 18, 2026 (the "Grant Date") prior to her appointment as an officer of the Issuer. The RSUs are scheduled to vest as to twenty-five percent (25%) of the RSUs on the one-year anniversary of the Grant Date and as to six and one-quarter percent (6-1/4%) of the RSUs on the first day of each of the twelve (12) calendar quarters beginning after such anniversary.
MSCI Inc.
Report date May 06, 2020 · Filed May 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,415 |
Reported balance
After 2020-05-06 transaction · row 1
1 source rowRow 1 · 2020-05-06 · Tax withholding · Disposed 203 · Balance 5,415 F1: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 529 RSUs granted on May 6, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 529 RSUs granted on May 6, 2019.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FACTSET RESEARCH SYSTEMS INC
Report date August 31, 2024 · Filed September 16, 2024
Section 16 reporting ended · disclosed 2024-09-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,449.2128 |
Ending reported balance
After 2024-06-20 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-09-21 · Other · Acquired 0.2577 · Balance 1,393.4663 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 2 · 2023-12-21 · Other · Acquired 0.2344 · Balance 1,393.7007 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 3 · 2024-02-29 · Other · Acquired 41.7525 · Balance 1,435.4532 F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 4 · 2024-03-21 · Other · Acquired 0.3359 · Balance 1,435.7891 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 5 · 2024-05-31 · Other · Acquired 12.9964 · Balance 1,448.7855 F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 6 · 2024-06-20 · Other · Acquired 0.4273 · Balance 1,449.2128 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.
F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
MOODYS CORP /DE/
Report date August 06, 2018 · Filed August 08, 2018
Section 16 reporting ended · disclosed 2018-08-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,484 |
Reported balance
After 2018-08-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-08-06 · Purchase · Acquired 915 · Balance 68,484 F1: The price reported in Column 4 is a weighted average sales price. The shares were purchased in multiple transactions at prices ranging from $172.31 to $172.32. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2: Includes an aggregate of 79 shares of Common Stock purchased by the Reporting Person under the Moody's Corporation 1999 Employee Stock Purchase Plan on January 1, 2018 in transactions that were exempt under Rule 16b-3(c). |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average sales price. The shares were purchased in multiple transactions at prices ranging from $172.31 to $172.32. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares purchased at each separate price.
F2: Includes an aggregate of 79 shares of Common Stock purchased by the Reporting Person under the Moody's Corporation 1999 Employee Stock Purchase Plan on January 1, 2018 in transactions that were exempt under Rule 16b-3(c).
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 |
|---|---|---|---|---|---|---|
| June 20, 2024 Filed Sep 16, 2024 20:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.4273 | $408.35 | $174.49 |
DisclosureSEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 6 Huber Linda · CIK 0001327278 · Former EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,449.2128 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2024 Filed Sep 16, 2024 20:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 12.9964 | $343.62 | $4,465.82 |
DisclosureSEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 5 Huber Linda · CIK 0001327278 · Former EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,448.7855 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 21, 2024 Filed Sep 16, 2024 20:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.3359 | $450.66 | $151.38 |
DisclosureSEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 4 Huber Linda · CIK 0001327278 · Former EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,435.7891 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 29, 2024 Filed Sep 16, 2024 20:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 41.7525 | $386.89 | $16,153.62 |
DisclosureSEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 3 Huber Linda · CIK 0001327278 · Former EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,435.4532 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 21, 2023 Filed Sep 16, 2024 20:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.2344 | $470.18 | $110.21 |
DisclosureSEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · Former EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,393.7007 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2023 Filed Nov 4, 2023 00:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 6,411 | $0.00 Strike: $436.57 | $0.00 |
DisclosureSEC source: 0001013237-23-000154 · wk-form4_1699056519.xml · derivative · entry 2 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,411 Underlying: Common Stock · 6,411 shares Expires 2033-11-01 F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 01, 2023 Filed Nov 4, 2023 00:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 236 | $436.57 | $103,030.52 |
DisclosureSEC source: 0001013237-23-000154 · wk-form4_1699056519.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,393.2086 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2021, which was previously reported. The restricted stock vests 1/3 annually on the anniversary date of the grant and is fully vested after three years. Read SEC document |
| September 21, 2023 Filed Sep 16, 2024 20:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.2577 | $426.76 | $109.98 |
DisclosureSEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · Former EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,393.4663 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 15, 2023 Filed Oct 5, 2023 20:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.2598 | $422.32 | $109.72 |
DisclosureSEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 6 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,629.2086 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2023 Filed Oct 5, 2023 20:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 17.4908 | $327.16 | $5,722.29 |
DisclosureSEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 5 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,628.9488 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 16, 2023 Filed Oct 5, 2023 20:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.207 | $405.20 | $83.88 |
DisclosureSEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 4 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,611.458 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2023 Filed Oct 5, 2023 20:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 37.6574 | $352.37 | $13,269.34 |
DisclosureSEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 3 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,611.251 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 15, 2022 Filed Oct 5, 2023 20:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1166 | $431.06 | $50.26 |
DisclosureSEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,573.5936 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 6,767 | $0.00 Strike: $426.25 | $0.00 |
DisclosureSEC source: 0001013237-22-000172 · wf-form4_166751489397668.xml · derivative · entry 2 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,767 Underlying: Common Stock · 6,767 shares Expires 2032-11-01 F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 237 | $426.25 | $101,021.25 |
DisclosureSEC source: 0001013237-22-000172 · wf-form4_166751489397668.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,573.3647 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on November 1, 2021, which was previously reported. The restricted stock units vest 1/3 annually on the anniversary date of the grant and are fully vested after three years. Read SEC document |
| September 15, 2022 Filed Oct 5, 2023 20:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1123 | $446.67 | $50.16 |
DisclosureSEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,573.477 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 16, 2022 Filed Sep 16, 2022 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1435 | $348.71 | $50.04 |
DisclosureSEC source: 0001013237-22-000131 · wf-form5_166335925261281.xml · nonDerivative · entry 4 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,810.3647 F2 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2022 Filed Sep 16, 2022 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 19.38 | $324.51 | $6,289.00 |
DisclosureSEC source: 0001013237-22-000131 · wf-form5_166335925261281.xml · nonDerivative · entry 3 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,810.2212 F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 17, 2022 Filed Sep 16, 2022 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.0706 | $427.14 | $30.16 |
DisclosureSEC source: 0001013237-22-000131 · wf-form5_166335925261281.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790.8412 F2 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2022 Filed Sep 16, 2022 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 36.7706 | $345.18 | $12,692.48 |
DisclosureSEC source: 0001013237-22-000131 · wf-form5_166335925261281.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790.7706 F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 7,325 | $0.00 Strike: $434.82 | $0.00 |
DisclosureSEC source: 0001013237-21-000165 · wf-form4_163597906874771.xml · derivative · entry 2 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,325 Underlying: Common Stock · 7,325 shares Expires 2031-11-01 F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 1,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-21-000165 · wf-form4_163597906874771.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,754 F1 · shares: Restricted stock units vest 1/3 annually on the anniversary date of the grant and are fully vested after three years. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:15 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 203 | $330.25 | $67,040.75 |
DisclosureSEC source: 0001209191-20-027999 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,415 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 529 RSUs granted on May 6, 2019. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:38 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007928 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,618 F1 · shares: Restricted stock units ("RSUs") ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| May 06, 2019 Filed May 7, 2019 20:47 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028008 · doc4.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,789 F2 · shares: RSUs vesting and converting to shares on the third anniversary of the grant date. Read SEC document |
| May 06, 2019 Filed May 7, 2019 20:47 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028008 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,586 F1 · shares: Restricted stock units ("RSUs") ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 20:02 UTC | MOODYS CORP /DE/ MCO · Entity 386 | PurchaseCommon Stock | 915 | $172.31 | $157,667.31 |
DisclosureSEC source: 0001209191-18-045807 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · Former Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,484 F1 · price: The price reported in Column 4 is a weighted average sales price. The shares were purchased in multiple transactions at prices ranging from $172.31 to $172.32. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Includes an aggregate of 79 shares of Common Stock purchased by the Reporting Person under the Moody's Corporation 1999 Employee Stock Purchase Plan on January 1, 2018 in transactions that were exempt under Rule 16b-3(c). Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 13,484 | $0.00 Strike: $80.81 | $0.00 |
DisclosureSEC source: 0001209191-18-017191 · doc4.xml · derivative · entry 6 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,484 shares Expires 2026-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,907 | $0.00 Strike: $79.55 | $0.00 |
DisclosureSEC source: 0001209191-18-017191 · doc4.xml · derivative · entry 5 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,907 shares Expires 2024-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 13,484 | $161.92 | $2,183,329.28 |
DisclosureSEC source: 0001209191-18-017191 · doc4.xml · nonDerivative · entry 4 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,490 F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 13,484 | $80.81 | $1,089,642.04 |
DisclosureSEC source: 0001209191-18-017191 · doc4.xml · nonDerivative · entry 3 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,974 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 16,907 | $161.92 | $2,737,581.44 |
DisclosureSEC source: 0001209191-18-017191 · doc4.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,490 F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 16,907 | $79.55 | $1,344,951.85 |
DisclosureSEC source: 0001209191-18-017191 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,397 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:08 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 4,226 | $166.82 | $704,981.32 |
DisclosureSEC source: 0001209191-18-016383 · doc4.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,490 F2 · shares: Disposition of shares to satisfy tax withholding obligation. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:08 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 7,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016383 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,716 F1 · shares: Receipt of shares acquired upon settlement of 2015-2017 Performance Shares. Read SEC document |
| June 19, 2017 Filed Jun 20, 2017 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,697 | $0.00 Strike: $46.43 | $0.00 |
DisclosureSEC source: 0001209191-17-041063 · doc4.xml · derivative · entry 3 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,697 shares Expires 2023-02-13 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F3 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| June 19, 2017 Filed Jun 20, 2017 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 13,697 | $122.05 | $1,671,677.76 |
DisclosureSEC source: 0001209191-17-041063 · doc4.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,138 F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F2 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $121.66 to $122.50. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 19, 2017 Filed Jun 20, 2017 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 13,697 | $46.43 | $635,951.71 |
DisclosureSEC source: 0001209191-17-041063 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,835 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 20:29 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,698 | $0.00 Strike: $46.43 | $0.00 |
DisclosureSEC source: 0001209191-17-040157 · doc4.xml · derivative · entry 3 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,698 shares Expires 2023-02-13 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 20:29 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 13,698 | $119.50 | $1,636,911.00 |
DisclosureSEC source: 0001209191-17-040157 · doc4.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,138 F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 20:29 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 13,698 | $46.43 | $635,998.14 |
DisclosureSEC source: 0001209191-17-040157 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,836 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:05 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 5,224 | $112.91 | $589,841.84 |
DisclosureSEC source: 0001209191-17-016510 · doc4.xml · nonDerivative · entry 2 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,138 F2 · shares: Disposition of vested performance shares. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:05 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 9,939 | $112.91 | $1,122,212.49 |
DisclosureSEC source: 0001209191-17-016510 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,362 F1 · shares: Receipt of shares acquired upon settlement of 2014-2016 Performance Shares. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:23 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantEmployee Stock Option (right to buy) · Derivative | 10,863 | $0.00 Strike: $113.34 | $0.00 |
DisclosureSEC source: 0001209191-17-014749 · doc4.xml · derivative · entry 2 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,863 Underlying: Common Stock · 10,863 shares Expires 2027-02-23 F2 · derivative.exercise_date: One fourth of the options vest each year beginning with the date indicated. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:23 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2,864 | $113.34 | $324,605.76 |
DisclosureSEC source: 0001209191-17-014749 · doc4.xml · nonDerivative · entry 1 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,423 F1 · shares: Exempt grant of performance accelerated restricted stock. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,133 | $0.00 Strike: $25.37 | $0.00 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · derivative · entry 15 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,133 shares Expires 2019-02-10 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F6 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 85,000 | $0.00 Strike: $38.07 | $0.00 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · derivative · entry 14 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 85,000 shares Expires 2018-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F6 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 30,284 | $0.00 Strike: $38.61 | $0.00 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · derivative · entry 13 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,284 shares Expires 2022-02-13 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F6 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 35,100 | $0.00 Strike: $30.01 | $0.00 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · derivative · entry 12 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,100 shares Expires 2021-02-08 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F6 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,078 | $0.00 Strike: $26.78 | $0.00 |
DisclosureSEC source: 0001209191-16-140433 · doc4.xml · derivative · entry 11 Huber Linda · CIK 0001327278 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,078 shares Expires 2020-02-09 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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan. F6 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. 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.