Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHARTER COMMUNICATIONS, INC. /MO/CHTR · Entity 1730 | Director | November 05, 2025 | November 07, 2025 |
| Taylor Morrison Home CorpTMHC · Entity 28500 | Director | May 22, 2025 | May 27, 2025 |
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.
CHARTER COMMUNICATIONS, INC. /MO/
Report date November 05, 2025 · Filed November 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,146 |
Reported balance
After 2025-11-05 transaction · row 1
1 source rowRow 1 · 2025-11-05 · Sale · Disposed 1,200 · Balance 10,146 |
Taylor Morrison Home Corp
Report date May 22, 2025 · Filed May 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 62,298 |
Reported balance
After 2025-05-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-05-22 · Grant · Acquired 3,096 · Balance 62,298 F1: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. F2: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control.
F2: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CALPINE CORP
Report date March 08, 2018 · Filed March 12, 2018
Section 16 reporting ended · disclosed 2018-03-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-03-08 transaction · row 1
1 source rowRow 1 · 2018-03-08 · Disposition to issuer · Disposed 35,683 · Balance 0 F1: On August 17, 2017, Calpine Corporation, a Delaware corporation the ("Company"), entered into an Agreement and Plan of Merger, dated August 17, 2017 (the "Merger Agreement") with Volt Parent, LP, a Delaware limited partnership ("Parent"), and Volt Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a subsidiary of Parent on the terms and conditions set forth in the Merger Agreement. At the effective time of the Merger, these shares of common stock have been converted into the right to receive $15.25 in cash, without interest. |
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | IndirectBy David C. Merritt IRA | 0 |
Reported balance
After 2018-03-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-03-08 · Disposition to issuer · Disposed 24,000 · Balance 0 F1: On August 17, 2017, Calpine Corporation, a Delaware corporation the ("Company"), entered into an Agreement and Plan of Merger, dated August 17, 2017 (the "Merger Agreement") with Volt Parent, LP, a Delaware limited partnership ("Parent"), and Volt Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a subsidiary of Parent on the terms and conditions set forth in the Merger Agreement. At the effective time of the Merger, these shares of common stock have been converted into the right to receive $15.25 in cash, without interest. F2: These shares were previously reported as owned through David C. Merritt Defined Benefit Plan and Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 17, 2017, Calpine Corporation, a Delaware corporation the ("Company"), entered into an Agreement and Plan of Merger, dated August 17, 2017 (the "Merger Agreement") with Volt Parent, LP, a Delaware limited partnership ("Parent"), and Volt Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a subsidiary of Parent on the terms and conditions set forth in the Merger Agreement. At the effective time of the Merger, these shares of common stock have been converted into the right to receive $15.25 in cash, without interest.
F2: These shares were previously reported as owned through David C. Merritt Defined Benefit Plan and Trust.
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 |
|---|---|---|---|---|---|---|
| November 05, 2025 Filed Nov 7, 2025 21:16 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | SaleClass A Common Stock | 1,200 | $226.18 | $271,416.00 |
DisclosureSEC source: 0001254013-25-000004 · wk-form4_1762550160.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,146 Read SEC document |
| May 22, 2025 Filed May 27, 2025 22:58 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantDeferred Stock Units · Derivative | 3,096 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-077977 · ownership.xml · derivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,298 Underlying: Common Stock · 3,096 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. F2 · price: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 20:22 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-25-000082 · wk-form4_1745526138.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,346 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $225,000 on date of grant, to fully vest on the date of the Company's annual meeting of stockholders in 2026. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 21:54 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 200 | $64.01 | $12,802.00 |
DisclosureSEC source: 0000950142-25-000540 · es250596430_4-merritt.xml · nonDerivative · entry 2 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 21:54 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 2,202 | $63.98 | $140,883.96 |
DisclosureSEC source: 0000950142-25-000540 · es250596430_4-merritt.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Read SEC document |
| May 23, 2024 Filed May 28, 2024 20:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantDeferred Stock Units · Derivative | 3,075 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-001437 · es240486780_4-merritt.xml · derivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,202 Underlying: Common Stock · 3,075 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. F2 · price: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 20:27 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-24-000070 · wk-form4_1714076857.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,662 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $200,000 on date of grant, to fully vest on the date of the Company's annual meeting of stockholders in 2025. Read SEC document |
| May 25, 2023 Filed May 30, 2023 23:45 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantDeferred Stock Units · Derivative | 4,042 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-001565 · es230364321_4-merritt.xml · derivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,127 Underlying: Common Stock · 4,042 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. F2 · price: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. Read SEC document |
| April 24, 2023 Filed Apr 26, 2023 20:26 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-23-000068 · wf-form4_168254075258939.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,918 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $200,000 on date of grant, to fully vest on the first anniversary of the date of grant. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 21:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,262 | $0.00 Strike: $19.96 | $0.00 |
DisclosureSEC source: 0000950142-23-000064 · es230318441_4-merritt.xml · derivative · entry 4 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,262 shares Expires 2023-08-19 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 August 20, 2013, the Reporting Person was granted 12,525 options vesting in three equal installments on each of August 19, 2014, August 19, 2015 and August 19, 2016. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 21:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 6,262 | $32.00 | $200,384.00 |
DisclosureSEC source: 0000950142-23-000064 · es230318441_4-merritt.xml · nonDerivative · entry 3 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,402 Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 21:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 6,262 | $19.96 | $124,989.52 |
DisclosureSEC source: 0000950142-23-000064 · es230318441_4-merritt.xml · nonDerivative · entry 2 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,664 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 21:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 2,475 | $32.00 | $79,200.00 |
DisclosureSEC source: 0000950142-23-000064 · es230318441_4-merritt.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,402 Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:14 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,263 | $0.00 Strike: $19.96 | $0.00 |
DisclosureSEC source: 0000950142-22-003434 · es220314652_4-merritt.xml · derivative · entry 3 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,262 Underlying: Common Stock · 6,263 shares Expires 2023-08-19 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 August 20, 2013, the Reporting Person was granted 12,525 options vesting in three equal installments on each of August 19, 2014, August 19, 2015 and August 19, 2016. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:14 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 6,263 | $31.00 | $194,153.00 |
DisclosureSEC source: 0000950142-22-003434 · es220314652_4-merritt.xml · nonDerivative · entry 2 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,877 Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:14 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 6,263 | $19.96 | $125,009.48 |
DisclosureSEC source: 0000950142-22-003434 · es220314652_4-merritt.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,140 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 26, 2022 Filed May 27, 2022 20:53 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantDeferred Stock Units · Derivative | 5,781 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-22-001754 · es220254597_4-merritt.xml · derivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,085 Underlying: Common Stock · 5,781 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. F2 · price: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units shall be vested upon the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Company's annual meeting of stockholders immediately following the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of (i) the reporting person's separation from service on the Company's board of directors or (ii) a change in control. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 20:26 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-22-000054 · wf-form4_165117749774749.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,311 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $200,000 on date of grant, to fully vest on the anniversary date of the grant. Read SEC document |
| May 26, 2021 Filed May 29, 2021 01:22 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantDeferred Stock Units · Derivative | 4,739 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-001819 · es210156112_4-merritt.xml · derivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,304 Underlying: Common Stock · 4,739 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F2 · price: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. Read SEC document |
| May 10, 2021 Filed May 12, 2021 20:14 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | SaleClass A Common Stock | 1,000 | $697.45 | $697,454.20 |
DisclosureSEC source: 0001091667-21-000090 · wf-form4_162085044361773.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,907 Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 20:18 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-21-000064 · wf-form4_161972750807970.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,907 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $180,000 on date of grant, to fully vest on the anniversary date of the grant. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 22:52 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantDeferred Stock Units · Derivative | 7,224 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-001474 · es2000805_4-merritt.xml · derivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,565 Underlying: Common Stock · 7,224 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F2 · price: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 20:42 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-20-000090 · wf-form4_158827933159518.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,632 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $180,000 on date of grant, to fully vest on the anniversary date of the grant. Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 22:04 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | SaleClass A Common Stock | 1,200 | $474.47 | $569,364.00 |
DisclosureSEC source: 0001091667-19-000121 · edgar.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,276 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $474.4596 to $474.535, inclusive. The reporting person undertakes to provide Charter Communications, Inc., any security holder of Charter Communications, Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 29, 2019 Filed May 31, 2019 21:10 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantDeferred Stock Units · Derivative | 6,969 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-001226 · es1900736_4-merritt.xml · derivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,341 Underlying: Class A Common Stock · 6,969 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of Class A Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Class A Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F2 · price: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of Class A Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Class A Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of Class A Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Class A Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 20:19 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 502 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-19-000071 · edgar.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,476 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $180,000 on date of grant, to fully vest on anniversary date of grant. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 22:08 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantDeferred Stock Units · Derivative | 6,401 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-001302 · es1800749_4-merritt.xml · derivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,372 Underlying: Class A Common Stock · 6,401 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of Class A Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Class A Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F2 · price: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of Class A Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Class A Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of Class A Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Class A Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 20:49 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 603 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-18-000052 · edgar.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,974 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $180,000 on date of grant, to fully vest on anniversary date of grant. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 16:59 UTC | CALPINE CORP CPN · Entity 168413 | Disposition to issuerCommon Stock, par value $0.001 per share | 24,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000916457-18-000132 · wf-form4_152088835808391.xml · nonDerivative · entry 2 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By David C. Merritt IRA Disclosed balance after: 0 F1 · kind: On August 17, 2017, Calpine Corporation, a Delaware corporation the ("Company"), entered into an Agreement and Plan of Merger, dated August 17, 2017 (the "Merger Agreement") with Volt Parent, LP, a Delaware limited partnership ("Parent"), and Volt Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a subsidiary of Parent on the terms and conditions set forth in the Merger Agreement. At the effective time of the Merger, these shares of common stock have been converted into the right to receive $15.25 in cash, without interest. F2 · shares: These shares were previously reported as owned through David C. Merritt Defined Benefit Plan and Trust. F1 · price: On August 17, 2017, Calpine Corporation, a Delaware corporation the ("Company"), entered into an Agreement and Plan of Merger, dated August 17, 2017 (the "Merger Agreement") with Volt Parent, LP, a Delaware limited partnership ("Parent"), and Volt Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a subsidiary of Parent on the terms and conditions set forth in the Merger Agreement. At the effective time of the Merger, these shares of common stock have been converted into the right to receive $15.25 in cash, without interest. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 16:59 UTC | CALPINE CORP CPN · Entity 168413 | Disposition to issuerCommon Stock, par value $0.001 per share | 35,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000916457-18-000132 · wf-form4_152088835808391.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On August 17, 2017, Calpine Corporation, a Delaware corporation the ("Company"), entered into an Agreement and Plan of Merger, dated August 17, 2017 (the "Merger Agreement") with Volt Parent, LP, a Delaware limited partnership ("Parent"), and Volt Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a subsidiary of Parent on the terms and conditions set forth in the Merger Agreement. At the effective time of the Merger, these shares of common stock have been converted into the right to receive $15.25 in cash, without interest. F1 · price: On August 17, 2017, Calpine Corporation, a Delaware corporation the ("Company"), entered into an Agreement and Plan of Merger, dated August 17, 2017 (the "Merger Agreement") with Volt Parent, LP, a Delaware limited partnership ("Parent"), and Volt Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a subsidiary of Parent on the terms and conditions set forth in the Merger Agreement. At the effective time of the Merger, these shares of common stock have been converted into the right to receive $15.25 in cash, without interest. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:27 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantDeferred Stock Units · Derivative | 5,591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-17-001157 · es1700694_4-merritt.xml · derivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,971 Underlying: Class A Common Stock · 5,591 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of Class A Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Class A Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F2 · price: The deferred stock units were acquired by Mr. Merritt pursuant to the terms of the Company's Non-Employee Director Deferred Compensation Plan, under which directors may elect to defer their annual equity award granted pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of Class A Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Class A Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of Class A Common Stock. The deferred stock units vest one year from the date of grant. The deferred stock units will be settled in shares of Class A Common Stock upon the earlier of the reporting person's separation from service on the Company's board of directors or a change in control. Read SEC document |
| May 11, 2017 Filed May 15, 2017 15:27 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | PurchaseClass A Common Stock | 1,200 | $326.31 | $391,572.00 |
DisclosureSEC source: 0001091667-17-000083 · edgar.xml · nonDerivative · entry 2 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,374 F2 · shares: Shares purchased for Individual Retirement Account F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $326.28 to $326.33, inclusive. The reporting person undertakes to provide Charter Communications, Inc., any security holder of Charter Communications, Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 11, 2017 Filed May 15, 2017 15:27 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | SaleClass A Common Stock | 1,200 | $325.33 | $390,396.00 |
DisclosureSEC source: 0001091667-17-000083 · edgar.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,174 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $325.32 to $325.36, inclusive. The reporting person undertakes to provide Charter Communications, Inc., any security holder of Charter Communications, Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 10, 2017 Filed May 12, 2017 16:22 UTC | CALPINE CORP CPN · Entity 168413 | GrantCommon Stock, par value $0.001 per share | 8,410 | $0.00 | $0.00 |
DisclosureSEC source: 0000916457-17-000074 · wf-form4_149462054820231.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,683 F1 · shares: Represents award of restricted stock units pursuant to Calpine Corporation's Amended and Restated 2008 Director Incentive Plan. The award vests on the earlier to occur of (i) the first anniversary of the grant date or (ii) the day immediately preceding the date of the 2018 annual meeting of shareholders. The vested shares will be issued and delivered to the reporting person on the earliest to occur of (i) the reporting person's elected distribution date, (ii) the consummation of a change in control, or (iii) upon termination of service on the board of directors. Each restricted stock unit represents a contingent right to receive one share of Calpine Corporation common stock. The restricted stock units are settled solely in common stock. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 20:58 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 524 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-17-000050 · edgar.xml · nonDerivative · entry 1 MERRITT DAVID C · CIK 0001254013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,374 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $180,000 on date of grant, to fully vest on anniversary date of grant. 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.