Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| METLIFE INCMET · Entity 488 | Director | June 11, 2024 | June 13, 2024 |
| MSCI Inc.MSCI · Entity 3075 | Director | February 29, 2024 | March 04, 2024 |
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.
METLIFE INC
Report date June 11, 2024 · Filed June 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,815 |
Reported balance
After 2024-06-11 transaction · row 1
1 source rowRow 1 · 2024-06-11 · Grant · Acquired 290 · Balance 61,815 F1: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred. |
Filing footnotes · ownership attribution and instrument terms
F1: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred.
MSCI Inc.
Report date February 29, 2024 · Filed March 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,314 |
Reported balance
After 2024-02-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-29 · Grant · Acquired 58 · Balance 19,314 F1: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. F2: The balance shown reflects the transfer of 4,114 shares previously indirectly held by the Catherine R. Kinney 2021 GRAT No. 2 (the "2021 GRAT"), a grantor retained annuity trust established by the Reporting Person, and the transfer of 1,685 shares previously held by the Catherine R. Kinney 2022 GRAT (the "2022 GRAT"), to direct holdings by the Reporting Person following scheduled annuity payments from the 2021 GRAT and the 2022 GRAT. |
| Common StockSEC Table I · non-derivative | IndirectBy Catherine R. Kinney 2021 GRAT No. 2 | 2,478 |
Reported balance
Holding disclosure · report date 2024-02-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,478 F2: The balance shown reflects the transfer of 4,114 shares previously indirectly held by the Catherine R. Kinney 2021 GRAT No. 2 (the "2021 GRAT"), a grantor retained annuity trust established by the Reporting Person, and the transfer of 1,685 shares previously held by the Catherine R. Kinney 2022 GRAT (the "2022 GRAT"), to direct holdings by the Reporting Person following scheduled annuity payments from the 2021 GRAT and the 2022 GRAT. |
| Common StockSEC Table I · non-derivative | IndirectBy Catherine R. Kinney 2022 GRAT | 2,281 |
Reported balance
Holding disclosure · report date 2024-02-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,281 F2: The balance shown reflects the transfer of 4,114 shares previously indirectly held by the Catherine R. Kinney 2021 GRAT No. 2 (the "2021 GRAT"), a grantor retained annuity trust established by the Reporting Person, and the transfer of 1,685 shares previously held by the Catherine R. Kinney 2022 GRAT (the "2022 GRAT"), to direct holdings by the Reporting Person following scheduled annuity payments from the 2021 GRAT and the 2022 GRAT. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director.
F2: The balance shown reflects the transfer of 4,114 shares previously indirectly held by the Catherine R. Kinney 2021 GRAT No. 2 (the "2021 GRAT"), a grantor retained annuity trust established by the Reporting Person, and the transfer of 1,685 shares previously held by the Catherine R. Kinney 2022 GRAT (the "2022 GRAT"), to direct holdings by the Reporting Person following scheduled annuity payments from the 2021 GRAT and the 2022 GRAT.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NETSUITE INC
Report date November 07, 2016 · Filed November 09, 2016
Section 16 reporting ended · disclosed 2016-11-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 1
1 source rowRow 1 · 2016-11-07 · Disposition to issuer · Disposed 9,453 · Balance 0 F1: Excludes shares underlying Restricted Stock Units previously reported in this Table I but are displayed in Table II of this filing for clarity. F2: Outstanding shares of the common stock of the Issuer were converted into the right to receive $109.00 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.52 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-11-07 · Disposition to issuer · Disposed 6,000 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.37 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-11-07 · Disposition to issuer · Disposed 9,669 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.06 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-11-07 · Disposition to issuer · Disposed 4,081 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.99 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-11-07 · Disposition to issuer · Disposed 3,543 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $78.25 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-11-07 · Disposition to issuer · Disposed 3,854 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $80.70 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-11-07 · Disposition to issuer · Disposed 3,194 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.16 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-11-07 · Disposition to issuer · Disposed 2,552 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $91.07 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-11-07 · Disposition to issuer · Disposed 2,868 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2016-11-07 · Disposition to issuer · Disposed 2,556 · Balance 0 F4: Each RSU and PRSU represented the contingent right to receive one share of common stock of the Issuer. F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Excludes shares underlying Restricted Stock Units previously reported in this Table I but are displayed in Table II of this filing for clarity.
F2: Outstanding shares of the common stock of the Issuer were converted into the right to receive $109.00 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement.
F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement.
F4: Each RSU and PRSU represented the contingent right to receive one share of common stock of the Issuer.
QTS Realty Trust, Inc.
Report date August 31, 2021 · Filed September 02, 2021
Section 16 reporting ended · disclosed 2021-09-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-08-31 transaction · row 1
1 source rowRow 1 · 2021-08-31 · Disposition to issuer · Disposed 19,185 · Balance 0 F1: Includes Class A common stock and deferred share units ("DSUs") granted under the QTS Realty Trust, Inc. 2013 Equity Incentive Plan (the "Plan") that represented the contingent right to receive one share of Class A common stock and vesting of the DSU one year after the date of grant. Each DSU (and any accrued dividend equivalents related thereto) vested in connection with the Merger (as defined herein). All Class A common stock was disposed of, and vested DSUs were cancelled, pursuant to the merger of the Issuer with and into Volt Lower Holdings LLC (the "Merger") pursuant to the terms of the Agreement and Plan of Merger, dated as of June 7, 2021, among the Issuer, QualityTech, LP (the "Operating Partnership"), Volt Upper Holdings LLC, Volt Lower Holdings LLC, and Volt Acquisition LP (the "Merger Agreement") in exchange for $78.00 in cash per share (or share under such DSU), without interest, less any applicable withholding. |
| Class A units of Operating PartnershipSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-08-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-08-16 · Gift · Disposed 5,135 · Balance 0 F2: Class A units were redeemable for cash or, at the Operating Partnership's election, shares of the Issuer's Class A common stock on a one-for-one basis. Following the Merger, the Class A units are exchangeable for Class I Units of BREIT Operating Partnership L.P. ("BREIT OP") beginning five years after the effective time of the Merger, subject to certain conditions and into a number of such Class I Units as determined pursuant to the partnership agreement of the Operating Partnership, as amended, and the partnership agreement of BREIT OP. F3: The units were gifted to a trust of which Ms. Kinney is a trustee. |
| Class A units of Operating PartnershipSEC Table II · derivative / convertible security | IndirectFootnote | 5,135 |
Reported balance
After 2021-08-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-08-16 · Gift · Acquired 5,135 · Balance 5,135 F2: Class A units were redeemable for cash or, at the Operating Partnership's election, shares of the Issuer's Class A common stock on a one-for-one basis. Following the Merger, the Class A units are exchangeable for Class I Units of BREIT Operating Partnership L.P. ("BREIT OP") beginning five years after the effective time of the Merger, subject to certain conditions and into a number of such Class I Units as determined pursuant to the partnership agreement of the Operating Partnership, as amended, and the partnership agreement of BREIT OP. F3: The units were gifted to a trust of which Ms. Kinney is a trustee. |
| Class A units of Operating PartnershipSEC Table II · derivative / convertible security | IndirectFootnote | 0 |
Reported balance
After 2021-08-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-08-31 · Disposition to issuer · Disposed 5,135 · Balance 0 F2: Class A units were redeemable for cash or, at the Operating Partnership's election, shares of the Issuer's Class A common stock on a one-for-one basis. Following the Merger, the Class A units are exchangeable for Class I Units of BREIT Operating Partnership L.P. ("BREIT OP") beginning five years after the effective time of the Merger, subject to certain conditions and into a number of such Class I Units as determined pursuant to the partnership agreement of the Operating Partnership, as amended, and the partnership agreement of BREIT OP. F4: These Class A units were retained by the reporting person in connection with the transactions contemplated by the Merger Agreement. F5: The units are held by a trust of which Ms. Kinney is a trustee. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $59.06 · Expires 2031-03-05 | Direct | 0 |
Reported balance
After 2021-08-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-08-31 · Disposition to issuer · Disposed 11,224 · Balance 0 F6: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $18.94, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.84 · Expires 2030-03-06 | Direct | 0 |
Reported balance
After 2021-08-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-08-31 · Disposition to issuer · Disposed 13,637 · Balance 0 F7: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $21.16, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes. |
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.66 · Expires 2027-03-07 | Direct | 0 |
Reported balance
After 2021-08-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-08-31 · Disposition to issuer · Disposed 9,520 · Balance 0 F8: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $27.34, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes. |
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.78 · Expires 2026-03-02 | Direct | 0 |
Reported balance
After 2021-08-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-08-31 · Disposition to issuer · Disposed 5,420 · Balance 0 F9: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $32.22, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes. |
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.01 · Expires 2029-03-05 | Direct | 0 |
Reported balance
After 2021-08-31 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-08-31 · Disposition to issuer · Disposed 17,355 · Balance 0 F10: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $35.99, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes. |
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.03 · Expires 2028-03-07 | Direct | 0 |
Reported balance
After 2021-08-31 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2021-08-31 · Disposition to issuer · Disposed 10,126 · Balance 0 F12: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $43.97, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes. |
| Employee Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.54 · Expires 2025-03-03 | Direct | 0 |
Reported balance
After 2021-08-31 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-08-31 · Disposition to issuer · Disposed 21,118 · Balance 0 F11: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $41.46, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes. |
| Employee Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.51 · Expires 2024-03-05 | Direct | 0 |
Reported balance
After 2021-08-31 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2021-08-31 · Disposition to issuer · Disposed 30,425 · Balance 0 F13: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $52.49, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes Class A common stock and deferred share units ("DSUs") granted under the QTS Realty Trust, Inc. 2013 Equity Incentive Plan (the "Plan") that represented the contingent right to receive one share of Class A common stock and vesting of the DSU one year after the date of grant. Each DSU (and any accrued dividend equivalents related thereto) vested in connection with the Merger (as defined herein). All Class A common stock was disposed of, and vested DSUs were cancelled, pursuant to the merger of the Issuer with and into Volt Lower Holdings LLC (the "Merger") pursuant to the terms of the Agreement and Plan of Merger, dated as of June 7, 2021, among the Issuer, QualityTech, LP (the "Operating Partnership"), Volt Upper Holdings LLC, Volt Lower Holdings LLC, and Volt Acquisition LP (the "Merger Agreement") in exchange for $78.00 in cash per share (or share under such DSU), without interest, less any applicable withholding.
F10: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $35.99, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes.
F11: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $41.46, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes.
F12: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $43.97, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes.
F13: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $52.49, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes.
F2: Class A units were redeemable for cash or, at the Operating Partnership's election, shares of the Issuer's Class A common stock on a one-for-one basis. Following the Merger, the Class A units are exchangeable for Class I Units of BREIT Operating Partnership L.P. ("BREIT OP") beginning five years after the effective time of the Merger, subject to certain conditions and into a number of such Class I Units as determined pursuant to the partnership agreement of the Operating Partnership, as amended, and the partnership agreement of BREIT OP.
F3: The units were gifted to a trust of which Ms. Kinney is a trustee.
F4: These Class A units were retained by the reporting person in connection with the transactions contemplated by the Merger Agreement.
F5: The units are held by a trust of which Ms. Kinney is a trustee.
F6: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $18.94, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes.
F7: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $21.16, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes.
F8: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $27.34, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes.
F9: These options to purchase shares of Class A common stock were granted under the Plan and vest one year after the date of grant. Each option was canceled in the Merger in exchange for a cash payment of $32.22, representing the difference between the exercise price of the option and $78.00, less any applicable income and employment withholding taxes.
SolarWinds Corp
Report date April 16, 2025 · Filed April 17, 2025
Section 16 reporting ended · disclosed 2025-04-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-16 transaction · row 1
1 source rowRow 1 · 2025-04-16 · Disposition to issuer · Disposed 103,571 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of February 7, 2025, by and among Starlight Parent, LLC ("Parent"), Starlight Merger Sub, Inc. ("Merger Subsidiary"), and the Issuer, Merger Subsidiary merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.001 per share, owned by the Reporting Person was cancelled and converted into the right to receive $18.50 per share in cash without interest thereon. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of February 7, 2025, by and among Starlight Parent, LLC ("Parent"), Starlight Merger Sub, Inc. ("Merger Subsidiary"), and the Issuer, Merger Subsidiary merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.001 per share, owned by the Reporting Person was cancelled and converted into the right to receive $18.50 per share in cash without interest thereon.
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 |
|---|---|---|---|---|---|---|
| April 16, 2025 Filed Apr 17, 2025 16:30 UTC | SolarWinds Corp SWI · Entity 80691 | Disposition to issuerCommon Stock | 103,571 | $18.50 | $1,916,063.50 |
DisclosureSEC source: 0001739942-25-000051 · wk-form4_1744921821.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of February 7, 2025, by and among Starlight Parent, LLC ("Parent"), Starlight Merger Sub, Inc. ("Merger Subsidiary"), and the Issuer, Merger Subsidiary merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.001 per share, owned by the Reporting Person was cancelled and converted into the right to receive $18.50 per share in cash without interest thereon. F1 · acquired: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of February 7, 2025, by and among Starlight Parent, LLC ("Parent"), Starlight Merger Sub, Inc. ("Merger Subsidiary"), and the Issuer, Merger Subsidiary merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.001 per share, owned by the Reporting Person was cancelled and converted into the right to receive $18.50 per share in cash without interest thereon. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 20:22 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 290 | $69.06 | $20,027.40 |
DisclosureSEC source: 0001099219-24-000167 · wk-form4_1718310131.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,815 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| May 23, 2024 Filed May 24, 2024 16:07 UTC | SolarWinds Corp SWI · Entity 80691 | GrantCommon Stock | 17,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001739942-24-000075 · wk-form4_1716581235.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,571 F1 · shares: Represents restricted stock units awarded pursuant to the annual equity grant under the issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest 100% on the one-year anniversary of the grant date, subject to continued service through such date. F2 · balance_after: On March 15, 2024, the Issuer's Board of Directors declared a special cash dividend, payable on April 15, 2024 to holders of record as of April 3, 2024. As a result, pursuant to the anti-dilution provisions of the Issuer's 2018 Equity Incentive Plan, outstanding restricted stock units were adjusted such that each restricted stock unit awarded to the reporting person was converted into 1.0854 restricted stock units, respectively. The number of securities beneficially owned has been adjusted to reflect the inclusion of such restricted stock units, as adjusted in connection with the special cash dividend. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:20 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 594 | $0.00 | $0.00 |
DisclosureSEC source: 0001099219-24-000117 · wk-form4_1712175606.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,526 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:49 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 263 | $71.90 | $18,909.70 |
DisclosureSEC source: 0001099219-24-000095 · wk-form4_1710794967.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,932 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:04 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000039 · wk-form4_1709586178.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,314 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. F2 · balance_after: The balance shown reflects the transfer of 4,114 shares previously indirectly held by the Catherine R. Kinney 2021 GRAT No. 2 (the "2021 GRAT"), a grantor retained annuity trust established by the Reporting Person, and the transfer of 1,685 shares previously held by the Catherine R. Kinney 2022 GRAT (the "2022 GRAT"), to direct holdings by the Reporting Person following scheduled annuity payments from the 2021 GRAT and the 2022 GRAT. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:36 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001099219-24-000019 · wk-form4_1704404174.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,668 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 22:20 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 281 | $66.90 | $18,798.90 |
DisclosureSEC source: 0001099219-23-000295 · wk-form4_1702938008.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,018 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 21:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-23-000074 · wk-form4_1701723822.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,457 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:36 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001099219-23-000261 · wk-form4_1696451787.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,737 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 20:30 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 283 | $65.93 | $18,658.19 |
DisclosureSEC source: 0001099219-23-000235 · wf-form4_169506898730412.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,027 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-048119 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,403 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 20:21 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 803 | $0.00 | $0.00 |
DisclosureSEC source: 0001099219-23-000202 · wf-form4_168746526162379.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,744 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:17 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 342 | $53.94 | $18,447.48 |
DisclosureSEC source: 0001099219-23-000173 · wf-form4_168694665404785.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,941 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 20:12 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033680 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,351 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| May 25, 2023 Filed May 26, 2023 16:15 UTC | SolarWinds Corp SWI · Entity 80691 | GrantCommon Stock | 23,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001739942-23-000067 · wf-form4_168513207052630.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,030 F1 · shares: Represents restricted stock units awarded pursuant to the annual equity grant under the issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest 100% on the one-year anniversary of the grant date, subject to continued service through such date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026915 · doc4.xml · nonDerivative · entry 2 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,291 Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026915 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,105 F1 · shares: Restricted stock units vesting on May 1, 2024. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 21:02 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001099219-23-000132 · wf-form4_168072856333049.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,599 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 20:37 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 298 | $59.07 | $17,602.86 |
DisclosureSEC source: 0001099219-23-000111 · wf-form4_167899901053474.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,844 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 00:02 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001099219-23-000085 · wf-form4_167780171162543.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,545 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay a portion of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:00 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014572 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,722 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:30 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001099219-23-000032 · wf-form4_167295418787528.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,514 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 21:23 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 240 | $72.84 | $17,481.60 |
DisclosureSEC source: 0001099219-22-000199 · wf-form4_167122581568996.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,994 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 21:00 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059387 · doc4.xml · nonDerivative · entry 5 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 572 F3 · shares: Bona fide gift by the Reporting Person to her son. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 21:00 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059387 · doc4.xml · nonDerivative · entry 4 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Catherine R. Kinney Family Trust Disclosed balance after: 0 F3 · shares: Bona fide gift by the Reporting Person to her son. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 21:00 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059387 · doc4.xml · nonDerivative · entry 3 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 572 F2 · shares: Bona fide gift by the Reporting Person to her daughter. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 21:00 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059387 · doc4.xml · nonDerivative · entry 2 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Catherine R. Kinney Family Trust Disclosed balance after: 572 F2 · shares: Bona fide gift by the Reporting Person to her daughter. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 21:00 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059387 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,668 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 21:11 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 868 | $503.54 | $437,072.72 |
DisclosureSEC source: 0001209191-22-058630 · doc4.xml · nonDerivative · entry 2 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Catherine R. Kinney Family Trust Disclosed balance after: 1,144 Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 400 | $502.67 | $201,068.00 |
DisclosureSEC source: 0001209191-22-057504 · doc4.xml · nonDerivative · entry 5 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,616 F4 · price: This transaction was executed in multiple trades at prices ranging from $502.665 to $502.67. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,660 | $501.59 | $832,639.40 |
DisclosureSEC source: 0001209191-22-057504 · doc4.xml · nonDerivative · entry 4 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,016 F3 · price: This transaction was executed in multiple trades at prices ranging from $501.41 to $502.275. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 2,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057504 · doc4.xml · nonDerivative · entry 3 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Catherine R. Kinney Family Trust Disclosed balance after: 2,012 F2 · price: Reflects the exempt contribution pursuant to Rule 16a-13 by the Reporting Person of 2,012 shares previously indirectly held by the Catherine R. Kinney 2020 GRAT, a grantor retained annuity trust established by the Reporting Person, following the termination of the Catherine R. Kinney 2020 GRAT, to the Catherine R. Kinney Family Trust, a trust established by the Reporting Person. F2 · balance_after: Reflects the exempt contribution pursuant to Rule 16a-13 by the Reporting Person of 2,012 shares previously indirectly held by the Catherine R. Kinney 2020 GRAT, a grantor retained annuity trust established by the Reporting Person, following the termination of the Catherine R. Kinney 2020 GRAT, to the Catherine R. Kinney Family Trust, a trust established by the Reporting Person. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 2,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057504 · doc4.xml · nonDerivative · entry 2 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Catherine R. Kinney 2020 GRAT Disclosed balance after: 2,008 F2 · price: Reflects the exempt contribution pursuant to Rule 16a-13 by the Reporting Person of 2,012 shares previously indirectly held by the Catherine R. Kinney 2020 GRAT, a grantor retained annuity trust established by the Reporting Person, following the termination of the Catherine R. Kinney 2020 GRAT, to the Catherine R. Kinney Family Trust, a trust established by the Reporting Person. F2 · balance_after: Reflects the exempt contribution pursuant to Rule 16a-13 by the Reporting Person of 2,012 shares previously indirectly held by the Catherine R. Kinney 2020 GRAT, a grantor retained annuity trust established by the Reporting Person, following the termination of the Catherine R. Kinney 2020 GRAT, to the Catherine R. Kinney Family Trust, a trust established by the Reporting Person. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 339 | $506.92 | $171,845.88 |
DisclosureSEC source: 0001209191-22-057504 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,676 F1 · balance_after: The balance shown reflects the November 15, 2022 transfer of 2,008 shares previously indirectly held by the Catherine R. Kinney 2020 GRAT, a grantor retained annuity trust established by the Reporting Person, following the termination of the Catherine R. Kinney 2020 GRAT, to direct holdings by the Reporting Person. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 20:27 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 599 | $62.62 | $37,509.38 |
DisclosureSEC source: 0001099219-22-000163 · wf-form4_166500165064586.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,754 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 20:25 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 261 | $66.41 | $17,333.01 |
DisclosureSEC source: 0001099219-22-000143 · wf-form4_166335993789703.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,155 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-048466 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,007 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 20:12 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 600 | $62.53 | $37,518.00 |
DisclosureSEC source: 0000937834-22-000076 · wf-form4_165601513319770.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,894 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 20:29 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 278 | $61.86 | $17,197.08 |
DisclosureSEC source: 0000937834-22-000055 · wf-form4_165541134600356.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,294 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 20:06 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033486 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,951 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| May 26, 2022 Filed May 31, 2022 16:12 UTC | SolarWinds Corp SWI · Entity 80691 | GrantCommon Stock | 17,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001739942-22-000054 · wf-form4_165402792541425.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,979 F1 · shares: Represents restricted stock units awarded pursuant to the annual equity grant under the Issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest 100% on the one-year anniversary of the grant date, subject to continued service through such date. F2 · balance_after: On July 19, 2021, the Issuer announced the completion of the spin-off of its N-able business. In connection with the spin-off, outstanding Issuer restricted stock units were adjusted such that each restricted stock unit award was converted into 1.5744 restricted stock units. The table above reflects the number of restricted stock units, as adjusted for the spin-off. F3 · balance_after: The number of securities beneficially owned has been adjusted to reflect the 1-for-2 reverse stock split effected by the Issuer on July 30, 2021. F4 · balance_after: On July 30, 2021, the Issuer's Board of Directors declared a special cash dividend, payable on August 9, 2021. As a result, pursuant to the anti-dilution provisions of the Issuer's 2018 Equity Incentive Plan, outstanding restricted stock units were adjusted such that each restricted stock unit awarded to the reporting person was converted into 1.0862 restricted stock units. The number of securities beneficially owned has been adjusted to reflect the inclusion of such restricted stock units, as adjusted in connection with the special cash dividend. Read SEC document |
| May 01, 2022 Filed May 3, 2022 20:30 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026735 · doc4.xml · nonDerivative · entry 2 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,904 Read SEC document |
| May 01, 2022 Filed May 3, 2022 20:30 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026735 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,691 F1 · shares: Restricted stock units vesting on May 1, 2023. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:12 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 532 | $70.50 | $37,506.00 |
DisclosureSEC source: 0001099219-22-000100 · wf-form4_164918954928319.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,015 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 20:36 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 254 | $64.69 | $16,431.26 |
DisclosureSEC source: 0001099219-22-000071 · wf-form4_164746295859547.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,483 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014659 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,252 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:40 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 594 | $63.23 | $37,558.62 |
DisclosureSEC source: 0000937834-22-000015 · wf-form4_164141879445819.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,230 F1 · kind: MetLife, Inc.'s non-management director compensation arrangements pay 50% of non-management director retainer fees in MetLife, Inc. common stock. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 21:35 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 268 | $60.80 | $16,294.40 |
DisclosureSEC source: 0001099219-21-000355 · wf-form4_163969048823139.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,636 F1 · kind: Imputed reinvestment of dividends on deferred shares pursuant to the MetLife Deferred Compensation Plan for Non-Management Directors. Deferred shares represent shares of MetLife, Inc. common stock that have become payable, but receipt of which the director has deferred. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-067545 · doc4.xml · nonDerivative · entry 1 Kinney Catherine R · CIK 0001205054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,211 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. F2 · balance_after: Reflects the exempt contribution pursuant to Rule 16a-13 by the Reporting Person of (i) 8,617 shares of the Issuer that the Reporting Person has elected to defer receipt of until the 60th day after such Reporting Person's "separation from service" as a director and (ii) 1,941 shares of the Issuer previously held by the Reporting Person (of which 1,304 were distributed to the Reporting Person as an annuity payment from the Kinney 2020 Husband Trust), in each case to the Kinney 2021Husband Trust, a grantor retained annuity trust (GRAT) established by the Reporting Person. 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.