Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Booz Allen Hamilton Holding CorpBAH · Entity 3574 | EVP & Chief Financial Officer | September 09, 2022 | September 12, 2022 |
| GE HealthCare Technologies Inc.GEHC · Entity 1711 | Director | May 28, 2025 | May 30, 2025 |
| INTEGRA LIFESCIENCES HOLDINGS CORPIART · Entity 2707 | Director | May 13, 2020 | May 15, 2020 |
| MOODYS CORP /DE/MCO · Entity 386 | Director | June 06, 2025 | June 09, 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.
Booz Allen Hamilton Holding Corp
Report date September 09, 2022 · Filed September 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 164,746 |
Last balance in matching sequence
After 2022-09-12 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2022-09-09 · Exercise / conversion · Acquired 9,037 · Balance 173,783 F1: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2: Includes restricted stock units. Row 2 · 2022-09-09 · Sale · Disposed 9,037 · Balance 164,746 F3: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97 to $97.5, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: Includes restricted stock units. Row 3 · 2022-09-12 · Exercise / conversion · Acquired 7,035 · Balance 171,781 F1: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2: Includes restricted stock units. Row 4 · 2022-09-12 · Sale · Disposed 7,035 · Balance 164,746 F3: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2: Includes restricted stock units. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.95 · Expires 2027-05-19 | Direct | 7,035 |
Reported balance
After 2022-09-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-09-09 · Exercise / conversion · Disposed 9,037 · Balance 7,035 F5: All options were fully vested and exercisable. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.95 · Expires 2027-05-19 | Direct | 0 |
Reported balance
After 2022-09-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-09-12 · Exercise / conversion · Disposed 7,035 · Balance 0 F5: All options were fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022.
F2: Includes restricted stock units.
F3: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97 to $97.5, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: All options were fully vested and exercisable.
GE HealthCare Technologies Inc.
Report date May 28, 2025 · Filed May 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 9,116 |
Reported balance
After 2025-05-28 transaction · row 1
1 source rowRow 1 · 2025-05-28 · Grant · Acquired 3,092 · Balance 9,116 F1: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 100% will vest on the earlier of: (i) the date of GE HealthCare's next annual meeting of stockholders and (ii) May 28, 2026. Settlement of vested restricted stock units may be deferred by the reporting person, in which case, settlement will occur pursuant to the reporting person's applicable deferral election in accordance with GE HealthCare's Non-Employee Director Compensation and Benefits Plan. F2: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 100% will vest on the earlier of: (i) the date of GE HealthCare's next annual meeting of stockholders and (ii) May 28, 2026. Settlement of vested restricted stock units may be deferred by the reporting person, in which case, settlement will occur pursuant to the reporting person's applicable deferral election in accordance with GE HealthCare's Non-Employee Director Compensation and Benefits Plan.
F2: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock.
INTEGRA LIFESCIENCES HOLDINGS CORP
Report date May 13, 2020 · Filed May 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,420 |
Reported balance
After 2020-05-13 transaction · row 1
1 source rowRow 1 · 2020-05-13 · Grant · Acquired 791 · Balance 40,420 |
| Commpon StockSEC Table I · non-derivative | Direct | 44,638 |
Reported balance
After 2020-05-13 transaction · row 2
1 source rowRow 2 · 2020-05-13 · Grant · Acquired 4,218 · Balance 44,638 |
MOODYS CORP /DE/
Report date June 06, 2025 · Filed June 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,866.392 |
Reported balance
After 2025-06-06 transaction · row 1
1 source rowRow 1 · 2025-06-06 · Grant · Acquired 2.39 · Balance 2,866.392 F1: RSU deferred dividend reinvestment accrual. |
| Dividend EquivalentSEC Table II · derivative / convertible security | Direct | 1.754 |
Reported balance
After 2025-06-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-06 · Grant · Acquired 0.835 · Balance 1.754 F2: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. |
Filing footnotes · ownership attribution and instrument terms
F1: RSU deferred dividend reinvestment accrual.
F2: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 06, 2025 Filed Jun 9, 2025 20:42 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 0.835 | $0.00 | $0.00 |
DisclosureSEC source: 0001059556-25-000138 · wk-form4_1749501732.xml · derivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1.754 Underlying: Common Stock · 0.835 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 20:42 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.39 | $490.52 | $1,172.34 |
DisclosureSEC source: 0001059556-25-000138 · wk-form4_1749501732.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,866.392 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| May 28, 2025 Filed May 30, 2025 17:57 UTC | GE HealthCare Technologies Inc. GEHC · Entity 1711 | GrantCommon Stock, par value $0.01 per share | 3,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028696 · wk-form4_1748642213.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,116 F1 · shares: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 100% will vest on the earlier of: (i) the date of GE HealthCare's next annual meeting of stockholders and (ii) May 28, 2026. Settlement of vested restricted stock units may be deferred by the reporting person, in which case, settlement will occur pursuant to the reporting person's applicable deferral election in accordance with GE HealthCare's Non-Employee Director Compensation and Benefits Plan. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:16 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 0.919 | $0.00 | $0.00 |
DisclosureSEC source: 0001059556-25-000097 · wk-form4_1742242566.xml · derivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0.919 Underlying: Common Stock · 0.919 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:16 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.628 | $445.10 | $1,169.72 |
DisclosureSEC source: 0001059556-25-000097 · wk-form4_1742242566.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,864.002 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:13 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 435 | $505.31 | $219,809.85 |
DisclosureSEC source: 0001059556-25-000049 · wk-form4_1740431602.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,861.374 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 21:04 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.148 | $491.67 | $1,056.11 |
DisclosureSEC source: 0001059556-24-000196 · wk-form4_1734469468.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,426.374 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 21:09 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.194 | $480.40 | $1,054.00 |
DisclosureSEC source: 0001059556-24-000167 · wk-form4_1726002562.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,424.226 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:59 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.601 | $404.47 | $1,052.03 |
DisclosureSEC source: 0001059556-24-000108 · wk-form4_1718139574.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,422.032 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| May 21, 2024 Filed May 23, 2024 16:31 UTC | GE HealthCare Technologies Inc. GEHC · Entity 1711 | GrantCommon Stock, par value $0.01 per share | 2,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024964 · wk-form4_1716496284.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,024 F1 · shares: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 100% will vest on the earlier of: (i) the date of GE HealthCare's next annual meeting of stockholders and (ii) May 21, 2025. Settlement of vested restricted stock units may be deferred by the director, in which case, settlement will occur pursuant to the director's applicable deferral election in accordance with GE HealthCare's Non-Employee Director Compensation and Benefits Plan. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:12 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.745 | $382.31 | $1,049.44 |
DisclosureSEC source: 0001059556-24-000069 · wk-form4_1710792755.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,419.431 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 19:34 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 561 | $374.40 | $210,038.40 |
DisclosureSEC source: 0001059556-24-000049 · wk-form4_1708716846.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,416.686 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 21:18 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.434 | $389.88 | $948.97 |
DisclosureSEC source: 0001059556-23-000131 · wk-form4_1702934293.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,855.686 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 21:13 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.775 | $341.21 | $946.86 |
DisclosureSEC source: 0001059556-23-000070 · wk-form4_1694466787.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,853.252 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.816 | $335.45 | $944.63 |
DisclosureSEC source: 0001209191-23-036235 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,850.477 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| May 23, 2023 Filed May 25, 2023 16:29 UTC | GE HealthCare Technologies Inc. GEHC · Entity 1711 | GrantCommon Stock, par value $0.01 per share | 3,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-019775 · wf-form4_168504651986420.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,584 F1 · shares: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 100% will vest on the earlier of: (i) the date of GE HealthCare's next annual meeting of stockholders and (ii) May 23, 2024. Settlement of vested restricted stock units may be deferred by the director, in which case, settlement will occur pursuant to the director's applicable deferral election in accordance with GE HealthCare's Non-Employee Director Compensation and Benefits Plan. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 8.816 | $295.41 | $2,604.33 |
DisclosureSEC source: 0001209191-23-020218 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,847.661 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| February 07, 2023 Filed Feb 8, 2023 21:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 621 | $314.22 | $195,130.62 |
DisclosureSEC source: 0001209191-23-007750 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,838.845 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.405 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061398 · doc4.xml · derivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5.627 Underlying: Common Stock · 1.405 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 1.433 | $300.07 | $430.00 |
DisclosureSEC source: 0001209191-22-061398 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,217.845 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| September 12, 2022 Filed Sep 12, 2022 22:53 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,035 | $0.00 Strike: $35.95 | $0.00 |
DisclosureSEC source: 0001443646-22-000169 · wf-form4_166302320005182.xml · derivative · entry 6 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,035 shares Expires 2027-05-19 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. F5 · derivative.exercise_date: All options were fully vested and exercisable. Read SEC document |
| September 12, 2022 Filed Sep 12, 2022 22:53 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 7,035 | $98.00 | $689,430.00 |
DisclosureSEC source: 0001443646-22-000169 · wf-form4_166302320005182.xml · nonDerivative · entry 4 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,746 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2 · balance_after: Includes restricted stock units. Read SEC document |
| September 12, 2022 Filed Sep 12, 2022 22:53 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionClass A Common Stock | 7,035 | $35.95 | $252,908.25 |
DisclosureSEC source: 0001443646-22-000169 · wf-form4_166302320005182.xml · nonDerivative · entry 3 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,781 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2 · balance_after: Includes restricted stock units. Read SEC document |
| September 09, 2022 Filed Sep 12, 2022 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049486 · doc4.xml · derivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4.222 Underlying: Common Stock · 1.409 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| September 09, 2022 Filed Sep 12, 2022 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 1.447 | $298.53 | $431.97 |
DisclosureSEC source: 0001209191-22-049486 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,216.412 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| September 09, 2022 Filed Sep 12, 2022 22:53 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,037 | $0.00 Strike: $35.95 | $0.00 |
DisclosureSEC source: 0001443646-22-000169 · wf-form4_166302320005182.xml · derivative · entry 5 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,035 Underlying: Class A Common Stock · 9,037 shares Expires 2027-05-19 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. F5 · derivative.exercise_date: All options were fully vested and exercisable. Read SEC document |
| September 09, 2022 Filed Sep 12, 2022 22:53 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 9,037 | $97.39 | $880,113.43 |
DisclosureSEC source: 0001443646-22-000169 · wf-form4_166302320005182.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,746 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97 to $97.5, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units. Read SEC document |
| September 09, 2022 Filed Sep 12, 2022 22:53 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionClass A Common Stock | 9,037 | $35.95 | $324,880.15 |
DisclosureSEC source: 0001443646-22-000169 · wf-form4_166302320005182.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,783 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2 · balance_after: Includes restricted stock units. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 20:10 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,033 | $0.00 Strike: $35.95 | $0.00 |
DisclosureSEC source: 0001443646-22-000167 · wf-form4_166275424562714.xml · derivative · entry 3 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,072 Underlying: Class A Common Stock · 5,033 shares Expires 2027-05-19 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. F4 · derivative.exercise_date: All options were fully vested and exercisable. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 20:10 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 5,033 | $97.00 | $488,201.00 |
DisclosureSEC source: 0001443646-22-000167 · wf-form4_166275424562714.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,746 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2 · balance_after: Includes restricted stock units. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 20:10 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionClass A Common Stock | 5,033 | $35.95 | $180,936.35 |
DisclosureSEC source: 0001443646-22-000167 · wf-form4_166275424562714.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,779 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022. F2 · balance_after: Includes restricted stock units. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:21 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 17,754 | $91.44 | $1,623,425.76 |
DisclosureSEC source: 0001443646-22-000112 · wf-form4_165705245660873.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,746 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 26, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91 to $92, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:21 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 8,129 | $90.00 | $731,610.00 |
DisclosureSEC source: 0001443646-22-000112 · wf-form4_165705245660873.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,500 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 26, 2022. F2 · balance_after: Includes restricted stock units. Read SEC document |
| June 10, 2022 Filed Jun 13, 2022 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.532 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036268 · doc4.xml · derivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2.813 Underlying: Common Stock · 1.532 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| June 10, 2022 Filed Jun 13, 2022 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 1.574 | $273.76 | $430.90 |
DisclosureSEC source: 0001209191-22-036268 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,214.965 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:36 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 10,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-22-000076 · wf-form4_165333820415412.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,629 F1 · shares: Grant of restricted stock units under the Issuer's Third Amended and Restated Equity Incentive Plan exempt under Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. One-third of these restricted stock units are scheduled to vest on each of March 31, 2023, 2024 and 2025, subject to the Reporting Person's continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 17, 2022 Filed May 19, 2022 20:29 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 12,672 | $83.38 | $1,056,591.36 |
DisclosureSEC source: 0001443646-22-000046 · wf-form4_165299216688777.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,361 F3 · shares: Exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 17, 2022 Filed May 19, 2022 20:29 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 32,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-22-000046 · wf-form4_165299216688777.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,033 F1 · shares: Shares acquired from the vesting and payout of performance-based restricted stock units granted in fiscal year 2020 pursuant to the Issuer's Equity Incentive Plan, as amended, exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:10 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 2,618 | $87.84 | $229,965.12 |
DisclosureSEC source: 0001443646-22-000031 · wf-form4_164910299607467.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,617 F1 · shares: Exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.281 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020246 · doc4.xml · derivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1.281 Underlying: Common Stock · 1.281 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 4.391 | $326.79 | $1,434.93 |
DisclosureSEC source: 0001209191-22-020246 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,213.391 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 21:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 598 | $325.99 | $194,942.02 |
DisclosureSEC source: 0001209191-22-011194 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,209 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 21:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 0.966 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069937 · doc4.xml · derivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3.076 Underlying: Common Stock · 0.966 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 21:14 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 3,555 | $90.02 | $320,021.10 |
DisclosureSEC source: 0001443646-21-000186 · wf-form4_163701087717459.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,235 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90 to $90.06, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes restricted stock units. Read SEC document |
| September 10, 2021 Filed Sep 13, 2021 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 0.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-055654 · doc4.xml · derivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2.11 Underlying: Common Stock · 0.99 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 20:24 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 15,456 | $90.27 | $1,395,213.12 |
DisclosureSEC source: 0001443646-21-000133 · wf-form4_162767661587255.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,790 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.01 to $90.60, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes restricted stock units. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 20:24 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 5,989 | $90.01 | $539,069.89 |
DisclosureSEC source: 0001443646-21-000133 · wf-form4_162767661587255.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,246 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.25, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes restricted stock units. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.12 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039796 · doc4.xml · derivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1.12 Underlying: Common Stock · 1.12 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| May 20, 2021 Filed May 25, 2021 01:16 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 10,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-21-000091 · wf-form4_162190536714821.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,235 F3 · shares: Grant of restricted stock units under the Issuer's Third Amended and Restated Equity Incentive Plan exempt under Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. One-third of these restricted stock units are scheduled to vest on each of March 31, 2022, 2023 and 2024, subject to the Reporting Person's continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 18, 2021 Filed May 21, 2021 01:17 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 21,257 | $82.36 | $1,750,726.52 |
DisclosureSEC source: 0001443646-21-000067 · wf-form4_162155984309486.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,140 F3 · shares: Exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. 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.