Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATTHEWS INTERNATIONAL CORPMATW · Entity 5295 | Director | December 15, 2025 | December 16, 2025 |
| MSA Safety IncMSA · Entity 3692 | Director | May 18, 2018 | May 21, 2018 |
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.
MATTHEWS INTERNATIONAL CORP
Report date December 15, 2025 · Filed December 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Units under 2019 Director Fee PlanSEC Table II · derivative / convertible security | Direct | 33,935 |
Reported balance
After 2025-12-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-15 · Grant · Acquired 400 · Balance 33,935 F1: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer.
F2: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights.
MSA Safety Inc
Report date May 18, 2018 · Filed May 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 12,635 |
Reported balance
After 2018-05-18 transaction · row 1
1 source rowRow 1 · 2018-05-18 · Grant · Acquired 1,317 · Balance 12,635 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Allison Transmission Holdings Inc
Report date May 03, 2023 · Filed May 05, 2023
Section 16 reporting ended · disclosed 2023-05-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,218 |
Reported balance
After 2023-05-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-03 · Exercise / conversion · Acquired 40,218 · Balance 40,218 F1: Represents the deferred stock units ("DSUs") and dividend equivalents payable upon the reporting person's separation from service. The reporting person did not stand for re-election at Allison Transmission Holdings, Inc.'s (the "Company") 2023 annual meeting of stockholders and his term ended on May 3, 2023. F2: Includes 37,424 DSUs and 2,794 related dividend equivalents. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-03 · Exercise / conversion · Disposed 1,413 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F4: On February 17, 2016, the reporting person was granted 1,413 DSUs that vested on May 12, 2016. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-05-03 · Exercise / conversion · Disposed 787 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F7: On March 31, 2016, the reporting person was granted 787 DSUs that vested on March 31, 2016. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-05-03 · Exercise / conversion · Disposed 3,628 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F8: On May 13, 2016, the reporting person was granted 3,628 DSUs that vested on May 12, 2017. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-05-03 · Exercise / conversion · Disposed 751 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F9: On August 12, 2016, the reporting person was granted 751 DSUs that vested on Augut 12, 2016. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-05-03 · Exercise / conversion · Disposed 683 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F10: On November 11, 2016, the reporting person was granted 683 DSUs that vested on November 11, 2016. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-05-03 · Exercise / conversion · Disposed 563 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F11: On February 10, 2017, the reporting person was granted 563 DSUs that vested on February 10, 2017. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-05-03 · Exercise / conversion · Disposed 621 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F12: On May 11, 2017, the reporting person was granted 621 DSUs that vested on May 11, 2017. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-05-03 · Exercise / conversion · Disposed 3,185 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F13: On May 12, 2017, the reporting person was granted 3,185 DSUs that vested on May 10, 2018. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2023-05-03 · Exercise / conversion · Disposed 648 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F14: On August 11, 2017, the reporting person was granted 648 DSUs that vested on August 11, 2017. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2023-05-03 · Exercise / conversion · Disposed 548 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F15: On November 10, 2017, the reporting person was granted 548 DSUs that vested on November 10, 2017. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2023-05-03 · Exercise / conversion · Disposed 570 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F16: On February 12, 2018, the reporting person was granted 570 DSUs that vested on February 12, 2018. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2023-05-03 · Exercise / conversion · Disposed 2,859 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F17: On May 10, 2018, the reporting person was granted 2,859 DSUs that vested on May 9, 2019. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2023-05-03 · Exercise / conversion · Disposed 566 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F18: On May 10, 2018, the reporting person was granted 566 DSUs that vested on May 10, 2018. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2023-05-03 · Exercise / conversion · Disposed 518 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F19: On August 10, 2018, the reporting person was granted 518 DSUs that vested on August 10, 2018. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2023-05-03 · Exercise / conversion · Disposed 514 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F20: On November 12, 2018, the reporting person was granted 514 DSUs that vested on November 12, 2018. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2023-05-03 · Exercise / conversion · Disposed 504 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F21: On February 11, 2019, the reporting person was granted 504 DSUs that vested on February 11, 2019. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2023-05-03 · Exercise / conversion · Disposed 551 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F22: On May 8, 2019 the reporting person was granted 551 DSUs that vested on May 8, 2019. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · 2023-05-03 · Exercise / conversion · Disposed 2,880 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F23: On May 9, 2019, the reporting person was granted 2,880 DSUs that vested on May 6, 2020. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2023-05-03 · Exercise / conversion · Disposed 635 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F24: On August 9, 2019, the reporting person was granted 635 DSUs that vested on August 9, 2019. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · 2023-05-03 · Exercise / conversion · Disposed 588 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F25: On November 8, 2019, the reporting person was granted 588 DSUs that vested on November 8, 2019. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · 2023-05-03 · Exercise / conversion · Disposed 636 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F26: On February 10, 2020, the reporting person was granted 636 DSUs that vested on February 10, 2020. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · 2023-05-03 · Exercise / conversion · Disposed 771 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F27: On May 6, 2020, the reporting person was granted 771 DSUs that vested on May 6, 2020. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · 2023-05-03 · Exercise / conversion · Disposed 3,600 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F28: On May 7, 2020, the reporting person was granted 3,600 DSUs that vested on May 5, 2021. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · 2023-05-03 · Exercise / conversion · Disposed 733 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F29: On August 7, 2020, the reporting person was granted 733 DSUs that vested on August 7, 2020. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 27
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 27 · 2023-05-03 · Exercise / conversion · Disposed 726 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F30: On November 6, 2020, the reporting person was granted 726 DSUs that vested on November 6, 2020. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 28
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 28 · 2023-05-03 · Exercise / conversion · Disposed 627 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F31: On February 8, 2021, the reporting person was granted 627 DSUs that vested on February 8, 2021. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 29
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 29 · 2023-05-03 · Exercise / conversion · Disposed 646 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F32: On May 5, 2021, the reporting person was granted 646 DSUs that vested on May 5, 2021. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 30
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 30 · 2023-05-03 · Exercise / conversion · Disposed 2,927 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F33: On May 6, 2021, the reporting person was granted 2,927 DSUs that vested on May 4, 2022. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 31
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 31 · 2023-05-03 · Exercise / conversion · Disposed 3,746 · Balance 0 F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F34: On May 5, 2022, the reporting person was granted 3,746 DSUs that vested on May 3, 2023. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-03 · Exercise / conversion · Disposed 2,794 · Balance 0 F5: Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F6: The dividend equivalent rights accrued on previously awarded DSUs and were payable on May 3, 2023, the date of the reporting person's separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the deferred stock units ("DSUs") and dividend equivalents payable upon the reporting person's separation from service. The reporting person did not stand for re-election at Allison Transmission Holdings, Inc.'s (the "Company") 2023 annual meeting of stockholders and his term ended on May 3, 2023.
F2: Includes 37,424 DSUs and 2,794 related dividend equivalents.
F3: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock.
F4: On February 17, 2016, the reporting person was granted 1,413 DSUs that vested on May 12, 2016.
F5: Each dividend equivalent right is the economic equivalent of one share of the Company's common stock.
F6: The dividend equivalent rights accrued on previously awarded DSUs and were payable on May 3, 2023, the date of the reporting person's separation from service.
F7: On March 31, 2016, the reporting person was granted 787 DSUs that vested on March 31, 2016.
F8: On May 13, 2016, the reporting person was granted 3,628 DSUs that vested on May 12, 2017.
F9: On August 12, 2016, the reporting person was granted 751 DSUs that vested on Augut 12, 2016.
F10: On November 11, 2016, the reporting person was granted 683 DSUs that vested on November 11, 2016.
F11: On February 10, 2017, the reporting person was granted 563 DSUs that vested on February 10, 2017.
F12: On May 11, 2017, the reporting person was granted 621 DSUs that vested on May 11, 2017.
F13: On May 12, 2017, the reporting person was granted 3,185 DSUs that vested on May 10, 2018.
F14: On August 11, 2017, the reporting person was granted 648 DSUs that vested on August 11, 2017.
F15: On November 10, 2017, the reporting person was granted 548 DSUs that vested on November 10, 2017.
F16: On February 12, 2018, the reporting person was granted 570 DSUs that vested on February 12, 2018.
F17: On May 10, 2018, the reporting person was granted 2,859 DSUs that vested on May 9, 2019.
F18: On May 10, 2018, the reporting person was granted 566 DSUs that vested on May 10, 2018.
F19: On August 10, 2018, the reporting person was granted 518 DSUs that vested on August 10, 2018.
F20: On November 12, 2018, the reporting person was granted 514 DSUs that vested on November 12, 2018.
F21: On February 11, 2019, the reporting person was granted 504 DSUs that vested on February 11, 2019.
F22: On May 8, 2019 the reporting person was granted 551 DSUs that vested on May 8, 2019.
F23: On May 9, 2019, the reporting person was granted 2,880 DSUs that vested on May 6, 2020.
F24: On August 9, 2019, the reporting person was granted 635 DSUs that vested on August 9, 2019.
F25: On November 8, 2019, the reporting person was granted 588 DSUs that vested on November 8, 2019.
F26: On February 10, 2020, the reporting person was granted 636 DSUs that vested on February 10, 2020.
F27: On May 6, 2020, the reporting person was granted 771 DSUs that vested on May 6, 2020.
F28: On May 7, 2020, the reporting person was granted 3,600 DSUs that vested on May 5, 2021.
F29: On August 7, 2020, the reporting person was granted 733 DSUs that vested on August 7, 2020.
F30: On November 6, 2020, the reporting person was granted 726 DSUs that vested on November 6, 2020.
F31: On February 8, 2021, the reporting person was granted 627 DSUs that vested on February 8, 2021.
F32: On May 5, 2021, the reporting person was granted 646 DSUs that vested on May 5, 2021.
F33: On May 6, 2021, the reporting person was granted 2,927 DSUs that vested on May 4, 2022.
F34: On May 5, 2022, the reporting person was granted 3,746 DSUs that vested on May 3, 2023.
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 |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 16, 2025 18:21 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000089 · wk-form4_1765909268.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,935 Underlying: Class A Common Stock · 400 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 12:50 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041198 · wk-form4_1756299034.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,535 Underlying: Class A Common Stock · 422 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| May 26, 2025 Filed May 28, 2025 21:32 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028209 · wk-form4_1748467943.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,113 Underlying: Class A Common Stock · 487 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 14:45 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 6,228 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000042 · wk-form4_1741963532.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,228 Underlying: Class A Common Stock · 6,228 shares Expires not disclosed F1 · derivative.exercise_price: Award of restricted share units made under the Amended and Restated 2019 Director Fee Plan subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive one share of the Company's Class A common stock. F2 · shares: The number of restricted share units issued by the Issuer to the Reporting Person was calculated based on $22.48, which represents the mean of the highest and lowest sales prices per share of the Issuer's Class A common stock on the Nasdaq Exchange on the date of issuance. F3 · derivative.exercise_date: The award generally vests on March 13, 2027 at which point the units will be converted to an equal number of shares of the Company's Class A common stock. Upon the vesting of this award of restricted share units, the Reporting Person deferred the receipt of the Class A common stock underlying the award subject to a timely deferral election, unless such deferral election is timely modified or revoked pursuant to its terms. F3 · derivative.expiration_date: The award generally vests on March 13, 2027 at which point the units will be converted to an equal number of shares of the Company's Class A common stock. Upon the vesting of this award of restricted share units, the Reporting Person deferred the receipt of the Class A common stock underlying the award subject to a timely deferral election, unless such deferral election is timely modified or revoked pursuant to its terms. F3 · derivative.underlying_shares: The award generally vests on March 13, 2027 at which point the units will be converted to an equal number of shares of the Company's Class A common stock. Upon the vesting of this award of restricted share units, the Reporting Person deferred the receipt of the Class A common stock underlying the award subject to a timely deferral election, unless such deferral election is timely modified or revoked pursuant to its terms. Read SEC document |
| March 09, 2025 Filed Mar 11, 2025 14:51 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 298 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000029 · wk-form4_1741704676.xml · derivative · entry 3 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,625 Underlying: Class A Common Stock · 298 shares Expires not disclosed F2 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F3 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights which are related to the March 9, 2025 restricted share units vesting. F2 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F3 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights which are related to the March 9, 2025 restricted share units vesting. Read SEC document |
| March 09, 2025 Filed Mar 11, 2025 14:51 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionDeferred Stock Units under 2019 Director Fee Plan · Derivative | 3,777 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000029 · wk-form4_1741704676.xml · derivative · entry 2 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,328 Underlying: Class A Common Stock · 3,777 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 Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · shares: On March 9, 2025, the vesting date, the time-based restricted share units converted into an equal number of deferred stock units under the provisions of the Reporting Person's deferral election. F2 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.underlying_shares: On March 9, 2025, the vesting date, the time-based restricted share units converted into an equal number of deferred stock units under the provisions of the Reporting Person's deferral election. Read SEC document |
| March 09, 2025 Filed Mar 11, 2025 14:51 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 3,777 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000029 · wk-form4_1741704676.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,777 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_date: On March 9, 2025, the vesting date, the time-based restricted share units converted into an equal number of deferred stock units under the provisions of the Reporting Person's deferral election. F1 · derivative.expiration_date: On March 9, 2025, the vesting date, the time-based restricted share units converted into an equal number of deferred stock units under the provisions of the Reporting Person's deferral election. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 15:42 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000008 · wk-form4_1740584550.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,551 Underlying: Class A Common Stock · 373 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 15:59 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000116 · wk-form4_1734451169.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,178 Underlying: Class A Common Stock · 304 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 20:39 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000067 · wk-form4_1724186371.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,874 Underlying: Class A Common Stock · 339 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| May 20, 2024 Filed May 21, 2024 17:23 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 296 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000052 · wk-form4_1716312205.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,535 Underlying: Class A Common Stock · 296 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| March 10, 2024 Filed Mar 11, 2024 20:55 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000030 · wk-form4_1710190491.xml · derivative · entry 4 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,239 Underlying: Class A Common Stock · 263 shares Expires not disclosed F5 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F6 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights which are related to the March 10. 2024 restricted share units vesting. F5 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F5 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F6 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights which are related to the March 10. 2024 restricted share units vesting. Read SEC document |
| March 10, 2024 Filed Mar 11, 2024 20:55 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionDeferred Stock Units under 2019 Director Fee Plan · Derivative | 4,263 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000030 · wk-form4_1710190491.xml · derivative · entry 3 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,976 Underlying: Class A Common Stock · 4,263 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. F5 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F4 · shares: On March 10, 2024, the vesting date, the time-based restricted share units converted into an equal number of deferred stock units under the provisions of the Reporting Person's deferral election. F5 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F5 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F4 · derivative.underlying_shares: On March 10, 2024, the vesting date, the time-based restricted share units converted into an equal number of deferred stock units under the provisions of the Reporting Person's deferral election. Read SEC document |
| March 10, 2024 Filed Mar 11, 2024 20:55 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 4,263 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000030 · wk-form4_1710190491.xml · derivative · entry 2 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,263 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: On March 10, 2024, the vesting date, the time-based restricted share units converted into an equal number of deferred stock units under the provisions of the Reporting Person's deferral election. F4 · derivative.expiration_date: On March 10, 2024, the vesting date, the time-based restricted share units converted into an equal number of deferred stock units under the provisions of the Reporting Person's deferral election. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:55 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 4,668 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000030 · wk-form4_1710190491.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,668 Underlying: Class A Common Stock · 4,668 shares Expires not disclosed F1 · derivative.exercise_price: Award of restricted share units made under the Amended and Restated 2019 Director Fee Plan subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive one share of the Company's Class A common stock. F2 · shares: The number of restricted share units issued by the Issuer to the Reporting Person was calculated based on $30.00, which represents the mean of the highest and lowest sales prices per share of the Issuer's Class A common stock on the Nasdaq Exchange on the date of issuance. F3 · derivative.exercise_date: The award generally vests on March 7, 2026 at which point the units will be converted to an equal number of shares of the Company's Class A common stock. Upon the vesting of this award of restricted share units, the Reporting Person deferred the receipt of the Class A common stock underlying the award subject to a timely deferral election, unless such deferral election is timely modified or revoked pursuant to its terms. F3 · derivative.expiration_date: The award generally vests on March 7, 2026 at which point the units will be converted to an equal number of shares of the Company's Class A common stock. Upon the vesting of this award of restricted share units, the Reporting Person deferred the receipt of the Class A common stock underlying the award subject to a timely deferral election, unless such deferral election is timely modified or revoked pursuant to its terms. F3 · derivative.underlying_shares: The award generally vests on March 7, 2026 at which point the units will be converted to an equal number of shares of the Company's Class A common stock. Upon the vesting of this award of restricted share units, the Reporting Person deferred the receipt of the Class A common stock underlying the award subject to a timely deferral election, unless such deferral election is timely modified or revoked pursuant to its terms. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 18:53 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000018 · wk-form4_1708541569.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,713 Underlying: Class A Common Stock · 262 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 16:44 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000126 · wk-form4_1702399478.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,451 Underlying: Class A Common Stock · 215 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 15:51 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000073 · wf-form4_169271948058682.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,236 Underlying: Class A Common Stock · 166 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| May 22, 2023 Filed May 24, 2023 14:54 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantDeferred Stock Units under 2019 Director Fee Plan · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000051 · wf-form4_168494007312831.xml · derivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,070 Underlying: Class A Common Stock · 178 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. F1 · derivative.exercise_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F1 · derivative.expiration_date: Each Deferred Stock Unit ("DSU") is the economic equivalent of one share of Class A common stock. The DSUs become payable in common stock in accordance with a deferral election made by the reporting person or pursuant to the Issuer's Amended and Restated 2019 Director Fee Plan. A copy of such deferral election is on file with the Issuer. F2 · derivative.underlying_shares: DSUs were issued by the Issuer to the Reporting Person pursuant to dividend equivalent rights. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 3,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 31 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,746 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F34 · derivative.exercise_date: On May 5, 2022, the reporting person was granted 3,746 DSUs that vested on May 3, 2023. F34 · derivative.expiration_date: On May 5, 2022, the reporting person was granted 3,746 DSUs that vested on May 3, 2023. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 2,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 30 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,927 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F33 · derivative.exercise_date: On May 6, 2021, the reporting person was granted 2,927 DSUs that vested on May 4, 2022. F33 · derivative.expiration_date: On May 6, 2021, the reporting person was granted 2,927 DSUs that vested on May 4, 2022. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 29 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 646 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F32 · derivative.exercise_date: On May 5, 2021, the reporting person was granted 646 DSUs that vested on May 5, 2021. F32 · derivative.expiration_date: On May 5, 2021, the reporting person was granted 646 DSUs that vested on May 5, 2021. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 28 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 627 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F31 · derivative.exercise_date: On February 8, 2021, the reporting person was granted 627 DSUs that vested on February 8, 2021. F31 · derivative.expiration_date: On February 8, 2021, the reporting person was granted 627 DSUs that vested on February 8, 2021. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 27 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 726 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F30 · derivative.exercise_date: On November 6, 2020, the reporting person was granted 726 DSUs that vested on November 6, 2020. F30 · derivative.expiration_date: On November 6, 2020, the reporting person was granted 726 DSUs that vested on November 6, 2020. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 733 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 26 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 733 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F29 · derivative.exercise_date: On August 7, 2020, the reporting person was granted 733 DSUs that vested on August 7, 2020. F29 · derivative.expiration_date: On August 7, 2020, the reporting person was granted 733 DSUs that vested on August 7, 2020. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 25 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,600 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F28 · derivative.exercise_date: On May 7, 2020, the reporting person was granted 3,600 DSUs that vested on May 5, 2021. F28 · derivative.expiration_date: On May 7, 2020, the reporting person was granted 3,600 DSUs that vested on May 5, 2021. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 24 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 771 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F27 · derivative.exercise_date: On May 6, 2020, the reporting person was granted 771 DSUs that vested on May 6, 2020. F27 · derivative.expiration_date: On May 6, 2020, the reporting person was granted 771 DSUs that vested on May 6, 2020. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 636 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 23 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 636 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F26 · derivative.exercise_date: On February 10, 2020, the reporting person was granted 636 DSUs that vested on February 10, 2020. F26 · derivative.expiration_date: On February 10, 2020, the reporting person was granted 636 DSUs that vested on February 10, 2020. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 588 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 22 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 588 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F25 · derivative.exercise_date: On November 8, 2019, the reporting person was granted 588 DSUs that vested on November 8, 2019. F25 · derivative.expiration_date: On November 8, 2019, the reporting person was granted 588 DSUs that vested on November 8, 2019. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 21 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 635 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F24 · derivative.exercise_date: On August 9, 2019, the reporting person was granted 635 DSUs that vested on August 9, 2019. F24 · derivative.expiration_date: On August 9, 2019, the reporting person was granted 635 DSUs that vested on August 9, 2019. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 2,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 20 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,880 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F23 · derivative.exercise_date: On May 9, 2019, the reporting person was granted 2,880 DSUs that vested on May 6, 2020. F23 · derivative.expiration_date: On May 9, 2019, the reporting person was granted 2,880 DSUs that vested on May 6, 2020. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 19 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 551 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F22 · derivative.exercise_date: On May 8, 2019 the reporting person was granted 551 DSUs that vested on May 8, 2019. F22 · derivative.expiration_date: On May 8, 2019 the reporting person was granted 551 DSUs that vested on May 8, 2019. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 18 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 504 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F21 · derivative.exercise_date: On February 11, 2019, the reporting person was granted 504 DSUs that vested on February 11, 2019. F21 · derivative.expiration_date: On February 11, 2019, the reporting person was granted 504 DSUs that vested on February 11, 2019. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 17 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 514 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F20 · derivative.exercise_date: On November 12, 2018, the reporting person was granted 514 DSUs that vested on November 12, 2018. F20 · derivative.expiration_date: On November 12, 2018, the reporting person was granted 514 DSUs that vested on November 12, 2018. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 518 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 16 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 518 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F19 · derivative.exercise_date: On August 10, 2018, the reporting person was granted 518 DSUs that vested on August 10, 2018. F19 · derivative.expiration_date: On August 10, 2018, the reporting person was granted 518 DSUs that vested on August 10, 2018. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 566 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 15 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 566 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F18 · derivative.exercise_date: On May 10, 2018, the reporting person was granted 566 DSUs that vested on May 10, 2018. F18 · derivative.expiration_date: On May 10, 2018, the reporting person was granted 566 DSUs that vested on May 10, 2018. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 2,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 14 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,859 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F17 · derivative.exercise_date: On May 10, 2018, the reporting person was granted 2,859 DSUs that vested on May 9, 2019. F17 · derivative.expiration_date: On May 10, 2018, the reporting person was granted 2,859 DSUs that vested on May 9, 2019. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 13 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 570 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F16 · derivative.exercise_date: On February 12, 2018, the reporting person was granted 570 DSUs that vested on February 12, 2018. F16 · derivative.expiration_date: On February 12, 2018, the reporting person was granted 570 DSUs that vested on February 12, 2018. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 12 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 548 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F15 · derivative.exercise_date: On November 10, 2017, the reporting person was granted 548 DSUs that vested on November 10, 2017. F15 · derivative.expiration_date: On November 10, 2017, the reporting person was granted 548 DSUs that vested on November 10, 2017. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 11 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 648 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F14 · derivative.exercise_date: On August 11, 2017, the reporting person was granted 648 DSUs that vested on August 11, 2017. F14 · derivative.expiration_date: On August 11, 2017, the reporting person was granted 648 DSUs that vested on August 11, 2017. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 3,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 10 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,185 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F13 · derivative.exercise_date: On May 12, 2017, the reporting person was granted 3,185 DSUs that vested on May 10, 2018. F13 · derivative.expiration_date: On May 12, 2017, the reporting person was granted 3,185 DSUs that vested on May 10, 2018. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 9 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 621 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F12 · derivative.exercise_date: On May 11, 2017, the reporting person was granted 621 DSUs that vested on May 11, 2017. F12 · derivative.expiration_date: On May 11, 2017, the reporting person was granted 621 DSUs that vested on May 11, 2017. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 563 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 8 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 563 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F11 · derivative.exercise_date: On February 10, 2017, the reporting person was granted 563 DSUs that vested on February 10, 2017. F11 · derivative.expiration_date: On February 10, 2017, the reporting person was granted 563 DSUs that vested on February 10, 2017. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 683 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 7 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 683 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F10 · derivative.exercise_date: On November 11, 2016, the reporting person was granted 683 DSUs that vested on November 11, 2016. F10 · derivative.expiration_date: On November 11, 2016, the reporting person was granted 683 DSUs that vested on November 11, 2016. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 751 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 6 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 751 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F9 · derivative.exercise_date: On August 12, 2016, the reporting person was granted 751 DSUs that vested on Augut 12, 2016. F9 · derivative.expiration_date: On August 12, 2016, the reporting person was granted 751 DSUs that vested on Augut 12, 2016. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 3,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 5 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,628 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F8 · derivative.exercise_date: On May 13, 2016, the reporting person was granted 3,628 DSUs that vested on May 12, 2017. F8 · derivative.expiration_date: On May 13, 2016, the reporting person was granted 3,628 DSUs that vested on May 12, 2017. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 4 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 787 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F7 · derivative.exercise_date: On March 31, 2016, the reporting person was granted 787 DSUs that vested on March 31, 2016. F7 · derivative.expiration_date: On March 31, 2016, the reporting person was granted 787 DSUs that vested on March 31, 2016. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDividend Equivalent Rights · Derivative | 2,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 3 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,794 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. F5 · derivative.exercise_price: Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F6 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded DSUs and were payable on May 3, 2023, the date of the reporting person's separation from service. F6 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded DSUs and were payable on May 3, 2023, the date of the reporting person's separation from service. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDeferred Stock Units · Derivative | 1,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · derivative · entry 2 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,413 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. F3 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F4 · derivative.exercise_date: On February 17, 2016, the reporting person was granted 1,413 DSUs that vested on May 12, 2016. F4 · derivative.expiration_date: On February 17, 2016, the reporting person was granted 1,413 DSUs that vested on May 12, 2016. Read SEC document |
| May 03, 2023 Filed May 5, 2023 22:05 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionCommon Stock | 40,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010376 · form4.xml · nonDerivative · entry 1 GARCIA TUNON ALVARO · CIK 0001244225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,218 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Represents the deferred stock units ("DSUs") and dividend equivalents payable upon the reporting person's separation from service. The reporting person did not stand for re-election at Allison Transmission Holdings, Inc.'s (the "Company") 2023 annual meeting of stockholders and his term ended on May 3, 2023. F2 · shares: Includes 37,424 DSUs and 2,794 related dividend equivalents. 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.