Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERIPRISE FINANCIAL INCAMP · Entity 3035 | Director | April 27, 2022 | April 29, 2022 |
| Cencora, Inc.COR · Entity 2994 | Director | September 16, 2026 | September 17, 2026 |
| Essential Utilities, Inc.WTR · Entity 3473 | Director | September 30, 2017 | October 05, 2017 |
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.
AMERIPRISE FINANCIAL INC
Report date April 27, 2022 · Filed April 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Annual)SEC Table II · derivative / convertible security | Direct | 17,365.9907 |
Reported balance
After 2022-04-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-04-27 · Grant · Acquired 713.7222 · Balance 17,365.9907 F1: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock.
F2: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs.
Cencora, Inc.
Report date September 16, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,128 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Sale · Disposed 1,280 · Balance 17,128 |
Essential Utilities, Inc.
Report date September 30, 2017 · Filed October 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,361 |
Reported balance
After 2017-10-03 transaction · row 1
1 source rowRow 1 · 2017-10-03 · Grant · Acquired 566 · Balance 33,361 |
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 |
|---|---|---|---|---|---|---|
| September 16, 2026 Filed Sep 17, 2026 19:58 UTC | Cencora, Inc. COR · Entity 2994 | SaleCommon Stock | 1,280 | $321.30 | $411,264.00 |
DisclosureSEC source: 0001234234-26-000004 · wk-form4_1789675122.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,128 Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:19 UTC | Cencora, Inc. COR · Entity 2994 | GrantCommon Stock | 557 | $359.28 | $200,118.96 |
DisclosureSEC source: 0001234234-26-000002 · wk-form4_1773087563.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,408 F1 · balance_after: Annual grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of grant. Receipt of shares deferred until 01/15/2029. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:23 UTC | Cencora, Inc. COR · Entity 2994 | SaleCommon Stock | 3,000 | $279.05 | $837,150.00 |
DisclosureSEC source: 0001140859-25-000085 · wk-form4_1747426982.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,851 Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:31 UTC | Cencora, Inc. COR · Entity 2994 | GrantCommon Stock | 789 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-25-000051 · wk-form4_1741638683.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,851 F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of grant. Receipt of shares deferred until 01/15/2027. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 20:11 UTC | Cencora, Inc. COR · Entity 2994 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140859-24-000129 · wk-form4_1723061477.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,062 F1 · kind: Gift to charitable trust. Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 20:31 UTC | Cencora, Inc. COR · Entity 2994 | GrantCommon Stock | 843 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-24-000040 · wk-form4_1710361877.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,062 F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of grant. Receipt of shares deferred until 01/15/2026. Read SEC document |
| January 15, 2024 Filed Jan 17, 2024 21:04 UTC | Cencora, Inc. COR · Entity 2994 | Exercise / conversionCommon Stock | 1,340 | $219.43 | $294,036.20 |
DisclosureSEC source: 0001140859-24-000014 · wk-form4_1705525458.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,219 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: Annual grant of restricted stock units received for no consideration that previously vested 100% on March 1, 2021, the third anniversary of the date of grant. Receipt of these shares was deferred until January 15, 2024. Read SEC document |
| October 20, 2023 Filed May 10, 2024 20:00 UTC | Cencora, Inc. COR · Entity 2994 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140859-24-000083 · wk-form4_1715371212.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,062 F1 · kind: Gift to charitable trust. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 20:16 UTC | Cencora, Inc. ABC · Entity 2994 | GrantCommon Stock | 1,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-23-000068 · wf-form4_167873860099611.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,879 F1 · shares: Grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of the grant. Delivery of vested shares deferred until 1/15/2028. F1 · price: Grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of the grant. Delivery of vested shares deferred until 1/15/2028. F2 · balance_after: The reporting person has reported prior awards of restricted stock units in Table II of Form 4. In addition to the 1,334 newly awarded restricted stock units and 15,301 shares of common stock, the total reported in Column 5 includes 8,244 restricted stock units previously reported in Table II, of which 2,791 are unvested restricted stock units and 5,453 are vested restricted stock units with deferred share delivery. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 21:42 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock · Derivative | 1,360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-23-000016 · wf-form4_167407810246946.xml · derivative · entry 2 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,360 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. F2 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration that vests 100% on the third anniversary of the date of grant. F2 · price: Annual grant of restricted stock units received for no consideration that vests 100% on the third anniversary of the date of grant. F2 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration that vests 100% on the third anniversary of the date of grant. F2 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration that vests 100% on the third anniversary of the date of grant. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 21:42 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-23-000016 · wf-form4_167407810246946.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,301 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: Receipt of shares was deferred until 01/15/2023. F2 · price: Annual grant of restricted stock units received for no consideration that vests 100% on the third anniversary of the date of grant. Read SEC document |
| April 27, 2022 Filed Apr 29, 2022 22:35 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 713.7222 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004407 · form4-04292022_030443.xml · derivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,365.9907 Underlying: Common Stock · 713.7222 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:16 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,197 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-009116 · form4.xml · derivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,197 Underlying: Common Stock · 1,197 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Delivery of vested shares deferred until 1/15/2028. F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Delivery of vested shares deferred until 1/15/2028. F1 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Delivery of vested shares deferred until 1/15/2028. F1 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Delivery of vested shares deferred until 1/15/2028. Read SEC document |
| January 15, 2022 Filed Jan 20, 2022 01:51 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,417 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-005611 · tm223947-1_4seq1.xml · derivative · entry 2 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,417 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. F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of common stock. F3 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Delivery of vested shares deferred until 1/15/2022. F3 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Delivery of vested shares deferred until 1/15/2022. F3 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Delivery of vested shares deferred until 1/15/2022. Read SEC document |
| January 15, 2022 Filed Jan 20, 2022 01:51 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,417 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-005611 · tm223947-1_4seq1.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,941 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: Receipt of shares deferred until 1/15/2022. F2 · price: Each restricted stock unit represents a right to receive one share of common stock. Read SEC document |
| September 20, 2021 Filed Sep 24, 2021 21:21 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-008930 · edgar.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 F1 · shares: The reporting person made an in-kind charitable gift of shares of Ameriprise Financial, Inc. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 22:01 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 584.5219 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004733 · edgar.xml · derivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,383.4961 Underlying: Common Stock · 584.5219 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 21:10 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-010378 · form4.xml · derivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,593 Underlying: Common Stock · 1,593 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| January 15, 2021 Filed Jan 15, 2021 21:02 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-001751 · form4.xml · derivative · entry 2 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,206 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. F2 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · shares: Receipt of shares deferred until 1/15/2021. F2 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| January 15, 2021 Filed Jan 15, 2021 21:02 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-001751 · form4.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,524 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: Receipt of shares deferred until 1/15/2021. F2 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| April 29, 2020 Filed May 1, 2020 23:34 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 1,270.971 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-005397 · edgar.xml · derivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,415.6295 Underlying: Common Stock · 1,270.971 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 21:11 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 2,012 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009806 · form4.xml · derivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,012 Underlying: Common Stock · 2,012 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| April 24, 2019 Filed Apr 26, 2019 21:23 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 1,041.6667 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005230 · edgar.xml · derivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,764.4092 Underlying: Common Stock · 1,041.6667 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 21:11 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 2,101 | $83.30 Strike: $0.00 | $175,013.30 |
DisclosureSEC source: 0001127602-19-009186 · form4.xml · derivative · entry 2 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,202 Underlying: Common Stock · 2,101 shares Expires not disclosed F1 · derivative.exercise_price: Grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Grant of restricted stock units that vest 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Grant of restricted stock units that vest 100% on the third anniversary of the date of grant Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 22:28 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 1,060.5204 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005935 · edgar.xml · derivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,387.5856 Underlying: Common Stock · 1,060.5204 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:04 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,340 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010016 · form4.xml · derivative · entry 2 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,340 Underlying: Common Stock · 1,340 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 14:22 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 566 | $33.16 | $18,765.73 |
DisclosureSEC source: 0001127602-17-029375 · form4.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,361 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:27 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 560 | $33.46 | $18,734.80 |
DisclosureSEC source: 0001127602-17-023117 · form4.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,795 Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:24 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 1,162.7907 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-006269 · edgar.xml · derivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,068.871 Underlying: Common Stock · 1,162.7907 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:44 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 583 | $32.15 | $18,740.54 |
DisclosureSEC source: 0001127602-17-013988 · form4.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,235 Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:07 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,818 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-010814 · form4.xml · derivative · entry 2 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,818 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 represents a right to receive one share of AmerisourceBergen common stock F1 · price: Each restricted stock unit represents a right to receive one share of AmerisourceBergen common stock F2 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:07 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010814 · form4.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,318 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: Each restricted stock unit represents a right to receive one share of AmerisourceBergen common stock Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:19 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,360 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010308 · form4.xml · derivative · entry 2 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,360 Underlying: Common Stock · 1,360 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:06 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 624 | $30.03 | $18,740.28 |
DisclosureSEC source: 0001127602-17-000702 · form4.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,652 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:19 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 609 | $30.77 | $18,735.89 |
DisclosureSEC source: 0001127602-16-063998 · form4.xml · nonDerivative · entry 1 GREENBERG LON R · CIK 0001234234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,028 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.