Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bausch Health Companies Inc.BHC · Entity 4363 | Director | May 16, 2025 | May 20, 2025 |
| CONDUENT IncCNDT · Entity 1191 | Director | January 15, 2024 | January 16, 2024 |
| DANA IncDAN · Entity 6 | Director | November 29, 2024 | December 02, 2024 |
| HERC HOLDINGS INCHRI · Entity 3949 | Director | May 12, 2022 | May 16, 2022 |
| JETBLUE AIRWAYS CORPJBLU · Entity 808 | Director | March 10, 2026 | March 13, 2026 |
| Xerox Holdings CorpXRX · Entity 5610 | Director | May 25, 2023 | May 31, 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.
Bausch Health Companies Inc.
Report date May 16, 2025 · Filed May 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, No Par ValueSEC Table I · non-derivative | Direct | 229,224 |
Reported balance
After 2025-05-16 transaction · row 1
1 source rowRow 1 · 2025-05-16 · Grant · Acquired 54,347 · Balance 229,224 F1: Represents the award of restricted share units ("RSUs") granted to non-employee directors of the Issuer on the third business day following their election at the Issuer's Annual Meeting of Shareholders. The RSUs have a grant date value equal to $250,000, vest immediately prior to the Issuer's next Annual Meeting of Shareholders, and are settled in common shares, no par value, of the Issuer. |
| Common Shares, No Par ValueSEC Table I · non-derivative | IndirectBy IRA | 10,000 |
Reported balance
Holding disclosure · report date 2025-05-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the award of restricted share units ("RSUs") granted to non-employee directors of the Issuer on the third business day following their election at the Issuer's Annual Meeting of Shareholders. The RSUs have a grant date value equal to $250,000, vest immediately prior to the Issuer's next Annual Meeting of Shareholders, and are settled in common shares, no par value, of the Issuer.
CONDUENT Inc
Report date January 15, 2024 · Filed January 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 162,163 |
Reported balance
After 2024-01-15 transaction · row 1
1 source rowRow 1 · 2024-01-15 · Grant · Acquired 53,522 · Balance 162,163 F1: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director.
DANA Inc
Report date November 29, 2024 · Filed December 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 425 |
Reported balance
After 2024-11-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-11-29 · Grant · Acquired 126 · Balance 425 F1: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock.
HERC HOLDINGS INC
Report date May 12, 2022 · Filed May 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,101 |
Reported balance
After 2022-05-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-12 · Grant · Acquired 1,101 · Balance 1,101 F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control). |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock.
F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control).
JETBLUE AIRWAYS CORP
Report date March 10, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,094 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Exercise / conversion · Acquired 22,094 · Balance 22,094 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 59,483 |
Reported balance
After 2026-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-10 · Grant · Acquired 29,867 · Balance 59,483 F2: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date. F3: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-10 · Exercise / conversion · Disposed 22,094 · Balance 0 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F4: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit.
F2: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date.
F3: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2026.
F4: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025.
Xerox Holdings Corp
Report date May 25, 2023 · Filed May 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table I · non-derivative | Direct | 55,966 |
Reported balance
After 2023-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-25 · Grant · Acquired 22,561 · Balance 55,966 F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2: These DSUs will vest on May 25, 2024. F3: Balance adjusted to reflect 529 DSUs awarded June 30, 2022; 593 DSUs awarded September 30, 2022; 559 DSUs awarded December 31, 2022; and 543 DSUs awarded March 31, 2023 from dividend equivalents attributable to DSUs held as of the relevant record dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period.
F2: These DSUs will vest on May 25, 2024.
F3: Balance adjusted to reflect 529 DSUs awarded June 30, 2022; 593 DSUs awarded September 30, 2022; 559 DSUs awarded December 31, 2022; and 543 DSUs awarded March 31, 2023 from dividend equivalents attributable to DSUs held as of the relevant record dates.
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 |
|---|---|---|---|---|---|---|
| March 10, 2026 Filed Mar 13, 2026 01:25 UTC | JETBLUE AIRWAYS CORP JBLU · Entity 808 | Exercise / conversionRestricted Stock Units · Derivative | 22,094 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001158463-26-000015 · wk-form4_1773365141.xml · derivative · entry 3 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,094 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. F1 · derivative.exercise_price: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F1 · price: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F4 · derivative.exercise_date: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025. F4 · derivative.expiration_date: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:25 UTC | JETBLUE AIRWAYS CORP JBLU · Entity 808 | GrantDeferred Stock Units · Derivative | 29,867 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001158463-26-000015 · wk-form4_1773365141.xml · derivative · entry 2 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,483 Underlying: Common Stock · 29,867 shares Expires not disclosed F2 · derivative.exercise_price: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date. F2 · price: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date. F3 · derivative.exercise_date: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2026. F3 · derivative.expiration_date: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2026. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:25 UTC | JETBLUE AIRWAYS CORP JBLU · Entity 808 | Exercise / conversionCommon Stock | 22,094 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001158463-26-000015 · wk-form4_1773365141.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,094 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 · price: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. Read SEC document |
| May 16, 2025 Filed May 20, 2025 20:31 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 54,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015027 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,224 F1 · shares: Represents the award of restricted share units ("RSUs") granted to non-employee directors of the Issuer on the third business day following their election at the Issuer's Annual Meeting of Shareholders. The RSUs have a grant date value equal to $250,000, vest immediately prior to the Issuer's next Annual Meeting of Shareholders, and are settled in common shares, no par value, of the Issuer. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:40 UTC | JETBLUE AIRWAYS CORP JBLU · Entity 808 | GrantDeferred Stock Units · Derivative | 22,094 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001158463-25-000034 · wk-form4_1741826393.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,710 Underlying: Common Stock · 22,094 shares Expires not disclosed F1 · derivative.exercise_price: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date. F1 · price: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. The annual DSU grant vests on the one year anniversary of the grant date. F2 · derivative.exercise_date: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2025. F2 · derivative.expiration_date: The award subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of March 10, 2025. Read SEC document |
| March 10, 2025 Filed Dec 29, 2025 22:15 UTC Amendment | JETBLUE AIRWAYS CORP JBLU · Entity 808 | GrantRestricted Stock Units · Derivative | 22,094 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001158463-25-000124 · wk-form4a_1767046547.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,094 Underlying: Common Stock · 22,094 shares Expires not disclosed F1 · derivative.exercise_price: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F1 · price: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F2 · derivative.exercise_date: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025. F2 · derivative.expiration_date: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025. Read SEC document |
| November 29, 2024 Filed Dec 2, 2024 21:35 UTC | DANA Inc DAN · Entity 6 | GrantDividend Equivalent Rights · Derivative | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010319 · doc4.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425 Underlying: Common Stock, par value $0.01 · 126 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 20:40 UTC | DANA Inc DAN · Entity 6 | GrantDividend Equivalent Rights · Derivative | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008466 · doc4.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299 Underlying: Common Stock, par value $0.01 · 111 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. Read SEC document |
| June 22, 2024 Filed Jun 25, 2024 21:44 UTC | JETBLUE AIRWAYS CORP JBLU · Entity 808 | GrantDeferred Stock Units · Derivative | 6,097 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-24-000578 · ownership.xml · derivative · entry 2 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,616 Underlying: Common Stock · 6,097 shares Expires not disclosed F1 · derivative.exercise_price: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. F1 · price: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. F3 · derivative.exercise_date: The shares subject to the DSUs are scheduled to vest equally over three years, measured from the vesting commencement date of June 22, 2024. F3 · derivative.expiration_date: The shares subject to the DSUs are scheduled to vest equally over three years, measured from the vesting commencement date of June 22, 2024. Read SEC document |
| June 22, 2024 Filed Jun 25, 2024 21:44 UTC | JETBLUE AIRWAYS CORP JBLU · Entity 808 | GrantDeferred Stock Units · Derivative | 23,519 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-24-000578 · ownership.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,519 Underlying: Common Stock · 23,519 shares Expires not disclosed F1 · derivative.exercise_price: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. F1 · price: This represents an award of deferred stock units, or DSUs. Each unit entitles the Reporting Person to one share of Issuer's common stock upon vesting; settlement of vested DSUs will occur six months following Reporting Person's departure from Issuer's Board of Directors. F2 · derivative.exercise_date: The shares subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of June 22, 2024. F2 · derivative.expiration_date: The shares subject to the DSUs are scheduled to vest over one year, measured from the vesting commencement date of June 22, 2024. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:44 UTC | DANA Inc DAN · Entity 6 | GrantDividend Equivalent Rights · Derivative | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006579 · doc4.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188 Underlying: Common Stock, par value $0.01 · 88 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. Read SEC document |
| May 17, 2024 Filed May 20, 2024 21:49 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 35,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016030 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,877 F1 · shares: Represents the award of restricted share units ("RSUs") granted to non-employee directors of the Issuer on the third business day following their election at the Issuer's Annual Meeting of Shareholders. The RSUs have a grant date value equal to $250,000, vest immediately prior to the Issuer's next Annual Meeting of Shareholders, and are settled in common shares, no par value, of the Issuer. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 20:37 UTC | DANA Inc DAN · Entity 6 | GrantDividend Equivalent Rights · Derivative | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004524 · doc4.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100 Underlying: Common Stock, par value $0.01 · 100 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:15 UTC | DANA Inc DAN · Entity 6 | Exercise / conversionRestricted Stock Units · Derivative | 2,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002482 · doc4.xml · derivative · entry 2 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 · 2,886 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. F1 · derivative.exercise_price: Each restricted stock unit granted represents the right to receive one share of Dana common stock or, at the election of Dana, cash equal to the market value per share. Each restricted stock unit contains dividend equivalent rights. F2 · derivative.exercise_date: Restricted stock units previously granted vested in full on February 15, 2024. F2 · derivative.expiration_date: Restricted stock units previously granted vested in full on February 15, 2024. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:15 UTC | DANA Inc DAN · Entity 6 | Exercise / conversionCommon Stock, par value $0.01 | 2,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002482 · doc4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,886 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 22:32 UTC | DANA Inc DAN · Entity 6 | GrantRestricted Stock Units · Derivative | 12,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002204 · doc4.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,359 Underlying: Common Stock, par value $0.01 · 12,359 shares Expires not disclosed F1 · security: Restricted stock units granted pursuant to the Dana Incorporated 2021 Omnibus Incentive Plan. F2 · derivative.exercise_price: Each restricted stock unit granted represents the right to receive one share of Dana common stock or, at the election of Dana, cash equal to the market value per share. Each restricted stock unit contains dividend equivalent rights. F3 · derivative.exercise_date: Restricted stock units granted vest in full on the first anniversary date of the grant. F3 · derivative.expiration_date: Restricted stock units granted vest in full on the first anniversary date of the grant. Read SEC document |
| January 15, 2024 Filed Jan 16, 2024 21:39 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 53,522 | $3.55 | $190,003.10 |
DisclosureSEC source: 0001677703-24-000024 · wk-form4_1705441175.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,163 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 21:55 UTC | DANA Inc DAN · Entity 6 | GrantRestricted Stock Units · Derivative | 2,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011061 · doc4.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,886 Underlying: Common Stock, par value $0.01 · 2,886 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit granted represents the right to receive one share of Dana common stock or, at the election of Dana, cash equal to the market value per share. Each restricted stock unit contains dividend equivalent rights. F2 · derivative.exercise_date: Restricted stock units granted vest in full on February 15, 2024. F2 · derivative.expiration_date: Restricted stock units granted vest in full on February 15, 2024. Read SEC document |
| May 25, 2023 Filed May 31, 2023 19:10 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 22,561 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014163 · doc4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,966 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: These DSUs will vest on May 25, 2024. F3 · balance_after: Balance adjusted to reflect 529 DSUs awarded June 30, 2022; 593 DSUs awarded September 30, 2022; 559 DSUs awarded December 31, 2022; and 543 DSUs awarded March 31, 2023 from dividend equivalents attributable to DSUs held as of the relevant record dates. Read SEC document |
| May 19, 2023 Filed May 19, 2023 20:14 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 29,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016288 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,517 F1 · shares: Represents the award of restricted share units ("RSUs") granted to non-employee directors of the Issuer on the third business day following their election at the Issuer's Annual Meeting of Shareholders. The RSUs have a grant date value equal to $250,000, vest immediately prior to the Issuer's next Annual Meeting of Shareholders, and are settled in common shares, no par value, of the Issuer. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 21:59 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 40,861 | $4.65 | $190,003.65 |
DisclosureSEC source: 0001127602-23-001662 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,641 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 22:07 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 4,589 | $6.28 | $28,818.92 |
DisclosureSEC source: 0001127602-23-000169 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,312 F1 · shares: Reflects Restricted Share Units, each representing a contingent right to receive one common share, no par value, of Bausch Health Companies Inc. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 20:45 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 4,444 | $6.89 | $30,619.16 |
DisclosureSEC source: 0001127602-22-023265 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,723 F1 · shares: Reflects Restricted Share Units, each representing a contingent right to receive one common share, no par value, of Bausch Health Companies Inc. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:01 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 3,663 | $8.36 | $30,622.68 |
DisclosureSEC source: 0001127602-22-018804 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,279 F1 · shares: Reflects Restricted Share Units, each representing a contingent right to receive one common share, no par value, of Bausch Health Companies Inc. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 20:52 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 34,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018210 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,616 F1 · shares: Represents the award of restricted share units ("RSUs") granted to non-employee directors of the Issuer on the third business day following their election at the Issuer's Annual Meeting of Shareholders. The RSUs have a grant date value equal to $250,000, vest immediately prior to the Issuer's next Annual Meeting of Shareholders, and are settled in common shares, no par value, of the Issuer. Read SEC document |
| May 19, 2022 Filed May 23, 2022 14:06 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 17,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015340 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,181 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director, subject to any applicable deferral period. F2 · shares: These DSUs will vest on May 19, 2023. F3 · balance_after: Balance has been adjusted to reflect 161 DSUs awarded March 31, 2022 from reinvestment of dividend equivalents attributable to DSUs held as of the relevant record dates. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:57 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 1,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014663 · form4.xml · derivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 Underlying: Common Stock · 1,101 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2023 annual meeting of stockholders (or, if earlier following a change of control). Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 22:04 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 1,340 | $22.85 | $30,619.00 |
DisclosureSEC source: 0001127602-22-011296 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,229 F1 · shares: Reflects Restricted Share Units, each representing a contingent right to receive one common share, no par value, of Bausch Health Companies Inc. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:14 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005968 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,069 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director, subject to any applicable deferral period. F2 · balance_after: Balance adjusted to reflect 133 DSUs awarded June 30, 2021; 155 DSUs awarded September 30, 2021; and 140 DSUs awarded December 31, 2021 from reinvestment of dividend equivalents attributable to DSUs held as of the relevant record dates. Read SEC document |
| January 15, 2022 Filed Jan 19, 2022 22:17 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 33,629 | $5.65 | $190,003.85 |
DisclosureSEC source: 0001677703-22-000005 · primary_doc.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,780 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock upon separation of service as a director. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:10 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 1,109 | $27.61 | $30,619.49 |
DisclosureSEC source: 0001127602-22-000092 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,889 F1 · shares: Reflects Restricted Share Units, each representing a contingent right to receive one common share, no par value, of Bausch Health Companies Inc. Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 00:15 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | PurchaseCommon Shares, No Par Value | 10,000 | $24.17 | $241,699.00 |
DisclosureSEC source: 0001127602-21-030159 · form4.xml · nonDerivative · entry 2 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 10,000 Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 00:15 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | PurchaseCommon Shares, No Par Value | 50,000 | $24.24 | $1,211,825.00 |
DisclosureSEC source: 0001127602-21-030159 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,780 Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:44 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 1,099 | $27.85 | $30,607.15 |
DisclosureSEC source: 0001127602-21-026453 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,780 F1 · shares: Reflects Restricted Share Units, each representing a contingent right to receive one common share, no par value, of Bausch Health Companies Inc. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 20:11 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 1,044 | $29.32 | $30,610.08 |
DisclosureSEC source: 0001127602-21-021220 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,681 F1 · shares: Reflects Restricted Share Units, each representing a contingent right to receive one common share, no par value, of Bausch Health Companies Inc. Read SEC document |
| May 20, 2021 Filed May 24, 2021 20:30 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 12,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017901 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,950 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director. DSUs vest one year after the May 20, 2021 award date. Read SEC document |
| May 20, 2021 Filed Jun 4, 2021 21:40 UTC Amendment | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 12,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019297 · form4a.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,419 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director. DSUs vest one year after the May 20, 2021 award date. F2 · shares: On May 24, 2021, the reporting person filed a Form 4 reporting the acquisition of DSUs ("Original Form 4"). This amendment is being filed solely to correct the number of shares reported in column 4 of the Original Form 4, as well as the number of securities beneficially owned following the transaction as reported in column 5 of the Original Form 4. F2 · balance_after: On May 24, 2021, the reporting person filed a Form 4 reporting the acquisition of DSUs ("Original Form 4"). This amendment is being filed solely to correct the number of shares reported in column 4 of the Original Form 4, as well as the number of securities beneficially owned following the transaction as reported in column 5 of the Original Form 4. Read SEC document |
| April 30, 2021 Filed May 3, 2021 20:08 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 7,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014910 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,637 F1 · shares: Represents the award of restricted share units ("RSUs") granted to non-employee directors of the Issuer on the third business day following their election at the Issuer's Annual Meeting of Shareholders. The RSUs have a grant date value equal to $250,000, vest immediately prior to the Issuer's next Annual Meeting of Shareholders, and are settled in common shares, no par value, of the Issuer. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 21:11 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 148 | $31.74 | $4,697.52 |
DisclosureSEC source: 0001127602-21-012735 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 992 F1 · shares: Reflects Restricted Share Units ("RSUs"), each representing a contingent right to receive one common share, no par value, of Bausch Health Companies Inc. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 20:38 UTC | Bausch Health Companies Inc. BHC · Entity 4363 | GrantCommon Shares, No Par Value | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011920 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844 F1 · shares: Represents Restricted Share Units ("RSUs"), each representing a contingent right to receive one Common Share, no par value, of Bausch Health Companies Inc., which will vest immediately before the 2021 Annual Meeting of Shareholders. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 23:50 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantCommon Stock | 34,151 | $5.10 | $174,170.10 |
DisclosureSEC source: 0001127602-21-004249 · form4.xml · nonDerivative · entry 1 Miller Steven D · CIK 0001844277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,151 F1 · shares: Award of Deferred Stock Units that represent the right to receive one share of common stock on the earlier of one year following date of grant or termination of service. 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.