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 |
|---|---|---|---|---|---|---|
| May 18, 2021 Filed May 21, 2021 01:17 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 108,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-21-000067 · wf-form4_162155984309486.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,397 F1 · shares: Shares acquired from the vesting and payout of performance-based restricted stock units granted in fiscal year 2019 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 |
| May 18, 2021 Filed May 25, 2021 01:16 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 54,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-21-000091 · wf-form4_162190536714821.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,377 F1 · shares: Shares acquired from the vesting and payout of performance-based restricted stock units granted in fiscal year 2019 pursuant to the Issuer's Equity Incentive Plan, as amended, exempt under Rule 16b-3. This transaction, which was initially reported on a timely filed Form 4 on May 20, 2021, is being reported again to correct the number of shares acquired (in column 4) from 108,040 to 54,020 and the number of equity securities beneficially owned following this transaction (in column 5) from 253,397 to 199,377. Following the exempt disposition of 21,257 shares reported in column 4 of the prior Form 4, the number of equity securities beneficially owned by the Reporting Person after all transactions occurring on May 18, 2021 was 178,120. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 18:37 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 3,440 | $80.53 | $277,023.20 |
DisclosureSEC source: 0001443646-21-000040 · wf-form4_161738859458782.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,357 F1 · shares: Exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 20:08 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 611 | $294.38 | $179,866.18 |
DisclosureSEC source: 0001209191-21-020755 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:20 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 20,685 | $90.00 | $1,861,650.00 |
DisclosureSEC source: 0001443646-20-000176 · wf-form4_160832640238157.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,797 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 September 10, 2020. F2 · balance_after: Includes restricted stock units. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:14 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 31,656 | $0.00 Strike: $35.95 | $0.00 |
DisclosureSEC source: 0001443646-20-000167 · wf-form4_160469724265741.xml · derivative · entry 4 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,105 Underlying: Class A Common Stock · 31,656 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: The options exercised in the reported transaction vested and became exercisable on March 31, 2018, 2019 and 2020. The remaining options vest and become exercisable ratably on each of March 31, 2021 and 2022, subject to the Reporting Person's continued employment. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:14 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 9,786 | $87.50 | $856,275.00 |
DisclosureSEC source: 0001443646-20-000167 · wf-form4_160469724265741.xml · nonDerivative · entry 3 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,482 F2 · balance_after: Includes restricted stock units. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:14 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 31,656 | $85.87 | $2,718,300.72 |
DisclosureSEC source: 0001443646-20-000167 · wf-form4_160469724265741.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,268 F3 · shares: The sales reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 10, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $87.50, inclusive. The Reporting Person undertakes to provideto 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 separateprice within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:14 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionClass A Common Stock | 31,656 | $35.95 | $1,138,033.20 |
DisclosureSEC source: 0001443646-20-000167 · wf-form4_160469724265741.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,924 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 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 10, 2020. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 20, 2020 Filed May 22, 2020 21:56 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 13,401 | $74.59 | $999,580.59 |
DisclosureSEC source: 0001443646-20-000074 · wf-form4_159018455976125.xml · nonDerivative · entry 3 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,268 F4 · shares: Exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 20, 2020 Filed May 22, 2020 21:56 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 27,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-20-000074 · wf-form4_159018455976125.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,669 F3 · shares: Shares acquired from the vesting and payout of performance-based restricted stock units granted in fiscal year 2018 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 |
| May 20, 2020 Filed May 22, 2020 21:56 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 10,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-20-000074 · wf-form4_159018455976125.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,924 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, 2021, 2022 and 2023, subject to the Reporting Person's continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:15 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommpon Stock | 4,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029725 · doc4.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,638 Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:15 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029725 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,420 Read SEC document |
| March 31, 2020 Filed Apr 3, 2020 00:43 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 5,969 | $68.64 | $409,712.16 |
DisclosureSEC source: 0001443646-20-000054 · wf-form4_158587456296484.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,869 F1 · shares: Exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 21:29 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GiftCommon Stock | 1,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060219 · doc4.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,629 Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 21:29 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GiftCommon Stock | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060219 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,500 Read SEC document |
| July 08, 2019 Filed Jul 10, 2019 20:19 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 74,279 | $67.19 | $4,990,806.01 |
DisclosureSEC source: 0001443646-19-000133 · wf-form4_156278998062294.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,838 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 7, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.86 to $67.70, 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 28, 2019 Filed Jul 2, 2019 20:48 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 1,985 | $66.21 | $131,426.85 |
DisclosureSEC source: 0001443646-19-000121 · wf-form4_156210052032412.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,117 F1 · shares: Exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 22, 2019 Filed May 24, 2019 20:27 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 12,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-19-000077 · wf-form4_155872962935558.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,102 F1 · shares: Grant of restricted stock units under the Issuer's Second 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, 2020, 2021 and 2022, subject to the Reporting Person's continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:27 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 747 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031391 · doc4.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,142 Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:27 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 3,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031391 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,395 Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 20:37 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 4,224 | $58.14 | $245,583.36 |
DisclosureSEC source: 0001443646-19-000047 · wf-form4_155423743937554.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,029 F1 · shares: Exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. Read SEC document |
| November 16, 2018 Filed Nov 27, 2018 22:57 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GiftCommon Stock | 2,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060022 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,610 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 20:38 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 4,215 | $43.73 | $184,321.95 |
DisclosureSEC source: 0001443646-18-000127 · wf-form4_153065030266391.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,253 F1 · shares: Exempt under Rule 16b-3. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 23, 2018 Filed May 25, 2018 21:48 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 1,553 | $41.28 | $64,107.84 |
DisclosureSEC source: 0001443646-18-000074 · wf-form4_152728489376935.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,468 F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 23, 2018 Filed May 25, 2018 21:48 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 18,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-18-000074 · wf-form4_152728489376935.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,021 F1 · shares: Grant of restricted stock units under the Issuer's Second 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, 2019, 2020 and 2021, subject to the Reporting Person's continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:55 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 2,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-031929 · doc4.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,340 Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:55 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 1,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-031929 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,375 Read SEC document |
| April 18, 2018 Filed Apr 19, 2018 20:12 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 31,662 | $41.00 | $1,298,142.00 |
DisclosureSEC source: 0001443646-18-000056 · wf-form4_152416870934762.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,853 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 August 11, 2017, as amended on December 12, 2017. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 20:05 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 1,338 | $41.00 | $54,858.00 |
DisclosureSEC source: 0001443646-18-000054 · wf-form4_152408191991053.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,515 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 August 11, 2017, as amended on December 12, 2017. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 20:05 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 11,276 | $40.25 | $453,859.00 |
DisclosureSEC source: 0001443646-18-000054 · wf-form4_152408191991053.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,853 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 August 11, 2017, as amended on December 12, 2017. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 21:47 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 26,469 | $38.72 | $1,024,879.68 |
DisclosureSEC source: 0001443646-18-000032 · wf-form4_152279204744741.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,129 F1 · balance_after: Includes restricted stock units. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 21:27 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 22,624 | $40.25 | $910,616.00 |
DisclosureSEC source: 0001443646-18-000011 · wf-form4_151743400540590.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,598 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 August 11, 2017, as amended on December 12, 2017. F2 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 22:29 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 100 | $40.25 | $4,025.00 |
DisclosureSEC source: 0001443646-18-000007 · wf-form4_151631455759887.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,222 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 August 11, 2017, as amended on December 12, 2017 F2 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 22:29 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 21,255 | $39.50 | $839,572.50 |
DisclosureSEC source: 0001443646-18-000007 · wf-form4_151631455759887.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,322 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 August 11, 2017, as amended on December 12, 2017 F2 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 21:34 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 11,745 | $39.50 | $463,927.50 |
DisclosureSEC source: 0001443646-18-000003 · wf-form4_151570646543838.xml · nonDerivative · entry 3 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,577 F5 · 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 11, 2017, as amended on December 12, 2017. F3 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| December 11, 2017 Filed Jan 11, 2018 21:34 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GiftClass A Common Stock | 26,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-18-000003 · wf-form4_151570646543838.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,322 F4 · shares: Bona fide gift by the Reporting Person for no consideration. F3 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| August 11, 2017 Filed Aug 22, 2017 21:14 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049841 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,204 Read SEC document |
| August 11, 2017 Filed Jan 11, 2018 21:34 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GiftClass A Common Stock | 36,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-18-000003 · wf-form4_151570646543838.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,742 F1 · shares: The transaction involved a distribution of 36,990 shares previously held indirectly by the Lloyd W. Howell, Jr. Trust to the Reporting Person. F2 · balance_after: Includes 36,990 shares previously reported as held indirectly by the Lloyd W. Howell, Jr. Trust which are now held directly by the Reporting Person. F3 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 21:59 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 11,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-17-000079 · wf-form4_149929193985223.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,752 F2 · shares: Grant of restricted stock units under the Issuer's Second Amended and Restated Equity Incentive Plan. 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 and settle on each of March 31, 2018, 2019 and 2020. F1 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:59 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 7,128 | $32.54 | $231,945.12 |
DisclosureSEC source: 0001443646-17-000079 · wf-form4_149929193985223.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,471 F1 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:48 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $6.08 | $0.00 |
DisclosureSEC source: 0001443646-17-000066 · wf-form4_149617731488574.xml · derivative · entry 4 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 45,000 shares Expires 2019-05-07 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. F6 · derivative.exercise_date: All options are currently vested. Options vested and became exercisable ratably on June 30, 2010, 2011, 2012, 2013 and 2014, subject to the Reporting Person's continued employment, and, in certain circumstances, achievement of EBITDA or cash flow performance goals. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:48 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 45,000 | $39.01 | $1,755,450.00 |
DisclosureSEC source: 0001443646-17-000066 · wf-form4_149617731488574.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,599 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 December 14, 2016. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.00 to $39.05, 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 shares of Class A restricted common stock and restricted stock units. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:48 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionClass A Common Stock | 45,000 | $6.08 | $273,600.00 |
DisclosureSEC source: 0001443646-17-000066 · wf-form4_149617731488574.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,599 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 December 14, 2016. F2 · balance_after: Includes shares of Class A restricted common stock and restricted stock units. Read SEC document |
| May 23, 2017 Filed May 25, 2017 20:43 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 1,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035441 · doc4.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,204 Read SEC document |
| May 23, 2017 Filed May 25, 2017 20:43 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 3,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035441 · doc4.xml · nonDerivative · entry 1 HOWELL LLOYD JR · CIK 0001505488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,640 F1 · balance_after: On December 21, 2016, the common stock of Integra LifeSciences Holdings Corporation split two-for-one, resulting in the reporting person's ownership of one additional share of common stock for each share of common stock owned as of that date, as reflected in the totals listed on this Form 4. Read SEC document |
| May 22, 2017 Filed May 24, 2017 00:36 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 24,140 | $0.00 Strike: $4.28 | $0.00 |
DisclosureSEC source: 0001443646-17-000054 · wf-form4_149558616724945.xml · derivative · entry 6 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 24,140 shares Expires 2018-11-19 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. F8 · derivative.exercise_date: All options are currently vested. Options vested and became exercisable ratably on June 30, 2009, 2010, 2011, 2012 and 2013, subject to the Reporting Person's continued employment. Read SEC document |
| May 22, 2017 Filed May 24, 2017 00:36 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 24,140 | $38.51 | $929,527.60 |
DisclosureSEC source: 0001443646-17-000054 · wf-form4_149558616724945.xml · nonDerivative · entry 3 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,599 F4 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2016. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.50 to $38.59, 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 shares of Class A restricted common stock and restricted stock units. Read SEC document |
| May 22, 2017 Filed May 24, 2017 00:36 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Exercise / conversionClass A Common Stock | 24,140 | $4.28 | $103,319.20 |
DisclosureSEC source: 0001443646-17-000054 · wf-form4_149558616724945.xml · nonDerivative · entry 2 HOWELL LLOYD JR · CIK 0001505488 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,739 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 · 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 December 14, 2016. F2 · balance_after: Includes shares of Class A restricted common stock and 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.