Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CACI INTERNATIONAL INC /DE/CACI · Entity 3388 | Director | October 13, 2024 | October 15, 2024 |
| OSHKOSH CORPOSK · Entity 3573 | Director | November 19, 2018 | November 21, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CACI INTERNATIONAL INC /DE/
Report date October 13, 2024 · Filed October 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CACI Common StockSEC Table I · non-derivative | Direct | 5,346 |
Reported balance
After 2024-10-13 transaction · row 1
1 source rowRow 1 · 2024-10-13 · Exercise / conversion · Acquired 132 · Balance 5,346 F1: On October 19, 2023, Mr. Wallace was granted 528 Restricted Stock Units (RSUs) that vested according to the following vesting schedule: 132 shares vested on January 17, 2024, 132 shares on April 16, 2024, 132 shares on July 15, 2024, and 132 shares on October 13, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-10-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-10-13 · Exercise / conversion · Disposed 132 · Balance 0 F1: On October 19, 2023, Mr. Wallace was granted 528 Restricted Stock Units (RSUs) that vested according to the following vesting schedule: 132 shares vested on January 17, 2024, 132 shares on April 16, 2024, 132 shares on July 15, 2024, and 132 shares on October 13, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 19, 2023, Mr. Wallace was granted 528 Restricted Stock Units (RSUs) that vested according to the following vesting schedule: 132 shares vested on January 17, 2024, 132 shares on April 16, 2024, 132 shares on July 15, 2024, and 132 shares on October 13, 2024.
OSHKOSH CORP
Report date November 19, 2018 · Filed November 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,128.05 |
Reported balance
After 2018-11-19 transaction · row 1
1 source rowRow 1 · 2018-11-19 · Grant · Acquired 98.17 · Balance 24,128.05 F1: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers.
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 12, 2017 Filed May 16, 2017 19:27 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 70.57 | $65.41 | $4,615.98 |
DisclosureSEC source: 0000775158-17-000061 · edgar.xml · nonDerivative · entry 1 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,053.05 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 21:57 UTC | OSHKOSH CORP OSK · Entity 3573 | Exercise / conversionOptions · Derivative | 2,500 | $0.00 Strike: $38.46 | $0.00 |
DisclosureSEC source: 0000775158-17-000031 · edgar.xml · derivative · entry 3 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2018-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Option (right to buy) granted pursuant to the Company's Stock Plan. F3 · derivative.exercise_date: Options vest in one-third (1/3) annual increments commencing on 2/1/2012. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 21:57 UTC | OSHKOSH CORP OSK · Entity 3573 | SaleCommon Stock | 2,500 | $68.69 | $171,730.00 |
DisclosureSEC source: 0000775158-17-000031 · edgar.xml · nonDerivative · entry 2 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,982.48 Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 21:57 UTC | OSHKOSH CORP OSK · Entity 3573 | Exercise / conversionCommon Stock | 2,500 | $38.46 | $96,150.00 |
DisclosureSEC source: 0000775158-17-000031 · edgar.xml · nonDerivative · entry 1 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,482.48 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: Reporting Person completed a cashless exercise of OSK stock options granted to Reporting Person in 2010 and due to expire on February 1, 2018. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 15:00 UTC | CACI INTERNATIONAL INC /DE/ CACI · Entity 3388 | SaleCACI Common | 95 | $126.65 | $12,031.75 |
DisclosureSEC source: 0000016058-17-000009 · edgar.xml · nonDerivative · entry 2 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,823 F2 · shares: Pursuant to Mr. Wallace's 10(b)5-1 Plan Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 15:00 UTC | CACI INTERNATIONAL INC /DE/ CACI · Entity 3388 | Exercise / conversionCACI Common (Restricted Stock Units) · Derivative | 251 | $124.20 Strike: $124.20 | $31,174.20 |
DisclosureSEC source: 0000016058-17-000009 · edgar.xml · derivative · entry 3 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756 Underlying: CACI Common · 251 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: On November 18, 2016, Mr. Wallace was granted 1,007 Restricted Stock Units that convert into 1,007 shares of common stock on a one for one basis (251 2/15/17, 252 5/16/17, 252 8/14/17 and 252 11/12/17) F1 · derivative.expiration_date: On November 18, 2016, Mr. Wallace was granted 1,007 Restricted Stock Units that convert into 1,007 shares of common stock on a one for one basis (251 2/15/17, 252 5/16/17, 252 8/14/17 and 252 11/12/17) Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 15:00 UTC | CACI INTERNATIONAL INC /DE/ CACI · Entity 3388 | Exercise / conversionCACI Common | 251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000016058-17-000009 · edgar.xml · nonDerivative · entry 1 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,918 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 · price: On November 18, 2016, Mr. Wallace was granted 1,007 Restricted Stock Units that convert into 1,007 shares of common stock on a one for one basis (251 2/15/17, 252 5/16/17, 252 8/14/17 and 252 11/12/17) Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:09 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 67.34 | $68.33 | $4,601.34 |
DisclosureSEC source: 0000775158-17-000024 · edgar.xml · nonDerivative · entry 1 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,982.48 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:06 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000775158-17-000004 · edgar.xml · nonDerivative · entry 1 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,915.14 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2017 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 20:09 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 62.38 | $66.74 | $4,163.24 |
DisclosureSEC source: 0000775158-16-000395 · edgar.xml · nonDerivative · entry 1 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,890.14 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 15:23 UTC | CACI INTERNATIONAL INC /DE/ CACI · Entity 3388 | GrantCACI Common (Restricted Stock Units) · Derivative | 1,007 | $124.20 Strike: $124.20 | $125,069.40 |
DisclosureSEC source: 0000016058-16-000139 · edgar.xml · derivative · entry 1 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,007 Underlying: CACI Common · 1,007 shares Expires not disclosed F1 · derivative.exercise_date: Vesting for the Restricted Stock Units are: 25% on the 90th day following grant date, 50% on the 180th day following the grant date, 75% on the 270th day following the grant date, and 100% on the 360th day following the grant date. F1 · derivative.expiration_date: Vesting for the Restricted Stock Units are: 25% on the 90th day following grant date, 50% on the 180th day following the grant date, 75% on the 270th day following the grant date, and 100% on the 360th day following the grant date. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 16:39 UTC | CACI INTERNATIONAL INC /DE/ CACI · Entity 3388 | SaleCACI Common | 105 | $120.85 | $12,689.25 |
DisclosureSEC source: 0000016058-16-000130 · edgar.xml · nonDerivative · entry 2 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,667 F2 · shares: Pursuant to Mr. Wallace's 10(b)5-1 Plan Read SEC document |
| November 13, 2016 Filed Nov 15, 2016 16:39 UTC | CACI INTERNATIONAL INC /DE/ CACI · Entity 3388 | Exercise / conversionCACI Common (Restricted Stock Units) · Derivative | 308 | $97.58 Strike: $97.58 | $30,054.64 |
DisclosureSEC source: 0000016058-16-000130 · edgar.xml · derivative · entry 3 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: CACI Common · 308 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: On November 19, 2015, Mr. Wallace was granted 1,230 Restricted Stock Units that convert into 1,230 shares of common stock on a one for one basis (307 2/17/16, 308 5/17/16, 307 8/15/16, 308 11/13/16) F1 · derivative.expiration_date: On November 19, 2015, Mr. Wallace was granted 1,230 Restricted Stock Units that convert into 1,230 shares of common stock on a one for one basis (307 2/17/16, 308 5/17/16, 307 8/15/16, 308 11/13/16) Read SEC document |
| November 13, 2016 Filed Nov 15, 2016 16:39 UTC | CACI INTERNATIONAL INC /DE/ CACI · Entity 3388 | Exercise / conversionCACI Common | 308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000016058-16-000130 · edgar.xml · nonDerivative · entry 1 Wallace William S · CIK 0001467459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,772 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 · price: On November 19, 2015, Mr. Wallace was granted 1,230 Restricted Stock Units that convert into 1,230 shares of common stock on a one for one basis (307 2/17/16, 308 5/17/16, 307 8/15/16, 308 11/13/16) 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.