Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN FORMAN CORPBFA, BFB · Entity 3449 | Executive Vice President | July 27, 2017 | July 31, 2017 |
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.
BROWN FORMAN CORP
Report date July 27, 2017 · Filed July 31, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $50.63 · Expires 2027-04-30 | Direct | 24,741 |
Reported balance
After 2017-07-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-07-27 · Grant · Acquired 24,741 · Balance 24,741 F1: No money was paid to or received by the reporting person for these SSARs. |
Filing footnotes · ownership attribution and instrument terms
F1: No money was paid to or received by the reporting person for these SSARs.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PERFICIENT INC
Report date October 02, 2024 · Filed October 04, 2024
Section 16 reporting ended · disclosed 2024-10-04. 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 2024-10-02 transaction · row 1
1 source rowRow 1 · 2024-10-02 · Disposition to issuer · Disposed 4,311 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger (the Merger Agreement), dated May 5, 2024, by and among the Issuer, Plano HoldCo, Inc. (Parent) and Plano BidCo, Inc., a wholly owned subsidiary of Parent (Merger Sub), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the Merger). At the effective time of the Merger (the Effective Time), each share of common stock of the Issuer that was issued and outstanding immediately prior to the Effective Time (other than certain excluded shares) was automatically cancelled and converted into the right to receive $76.00 per share in cash, without interest (the Merger Consideration). F2: The shares of common stock of the Issuer reported as disposed by the Reporting Person include 1,645 shares of restricted stock (Restricted Shares) of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) the Merger Consideration and (b) the number of shares of common stock of the Issuer subject to such Restricted Shares, as applicable, as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger (the Merger Agreement), dated May 5, 2024, by and among the Issuer, Plano HoldCo, Inc. (Parent) and Plano BidCo, Inc., a wholly owned subsidiary of Parent (Merger Sub), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the Merger). At the effective time of the Merger (the Effective Time), each share of common stock of the Issuer that was issued and outstanding immediately prior to the Effective Time (other than certain excluded shares) was automatically cancelled and converted into the right to receive $76.00 per share in cash, without interest (the Merger Consideration).
F2: The shares of common stock of the Issuer reported as disposed by the Reporting Person include 1,645 shares of restricted stock (Restricted Shares) of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) the Merger Consideration and (b) the number of shares of common stock of the Issuer subject to such Restricted Shares, as applicable, as of immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| October 02, 2024 Filed Oct 4, 2024 17:25 UTC | PERFICIENT INC PRFT · Entity 87026 | Disposition to issuerCommon Stock | 4,311 | $76.00 | $327,636.00 |
DisclosureSEC source: 0001085869-24-000120 · wk-form4_1728077129.xml · nonDerivative · entry 1 Jones Jill Ackerman · CIK 0001468766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Pursuant to that certain Agreement and Plan of Merger (the Merger Agreement), dated May 5, 2024, by and among the Issuer, Plano HoldCo, Inc. (Parent) and Plano BidCo, Inc., a wholly owned subsidiary of Parent (Merger Sub), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the Merger). At the effective time of the Merger (the Effective Time), each share of common stock of the Issuer that was issued and outstanding immediately prior to the Effective Time (other than certain excluded shares) was automatically cancelled and converted into the right to receive $76.00 per share in cash, without interest (the Merger Consideration). F2 · shares: The shares of common stock of the Issuer reported as disposed by the Reporting Person include 1,645 shares of restricted stock (Restricted Shares) of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) the Merger Consideration and (b) the number of shares of common stock of the Issuer subject to such Restricted Shares, as applicable, as of immediately prior to the Effective Time. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 17:41 UTC | PERFICIENT INC PRFT · Entity 87026 | GrantCommon Stock | 811 | $61.53 | $49,900.83 |
DisclosureSEC source: 0001085869-23-000192 · wk-form4_1700001686.xml · nonDerivative · entry 2 Jones Jill Ackerman · CIK 0001468766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,311 F1 · shares: Shares represent a grant of restricted stock pursuant to a company match of the shares purchased by the reporting person described herein. The shares of restricted stock vest in 2 equal installments on November 10th beginning on November 10, 2024. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 17:41 UTC | PERFICIENT INC PRFT · Entity 87026 | PurchaseCommon Stock | 817 | $61.15 | $49,959.55 |
DisclosureSEC source: 0001085869-23-000192 · wk-form4_1700001686.xml · nonDerivative · entry 1 Jones Jill Ackerman · CIK 0001468766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500 Read SEC document |
| October 24, 2023 Filed Oct 26, 2023 17:54 UTC | PERFICIENT INC PRFT · Entity 87026 | GrantCommon Stock | 1,371 | $54.67 | $74,952.57 |
DisclosureSEC source: 0001085869-23-000175 · wk-form4_1698357266.xml · nonDerivative · entry 1 Jones Jill Ackerman · CIK 0001468766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,683 F1 · shares: Shares represent a grant of restricted stock which vests in four equal installments on the last day of each calendar quarter with the first vesting on December 31, 2023. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 16:32 UTC | PERFICIENT INC PRFT · Entity 87026 | GrantCommon Stock | 1,312 | $76.21 | $99,987.52 |
DisclosureSEC source: 0001085869-23-000104 · wf-form4_168634274843014.xml · nonDerivative · entry 1 Jones Jill Ackerman · CIK 0001468766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,312 F1 · shares: Shares represent a grant of restricted stock which vest ratably on the last day of each calendar quarter beginning on June 7, 2023 over the immediately succeeding two years. Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 22:33 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantStock Appreciation Right · Derivative | 24,741 | $0.00 Strike: $50.63 | $0.00 |
DisclosureSEC source: 0000014693-17-000142 · wf-form4_150154039956389.xml · derivative · entry 1 Jones Jill Ackerman · CIK 0001468766 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,741 Underlying: Class B Common · 24,741 shares Expires 2027-04-30 F1 · security: No money was paid to or received by the reporting person for these SSARs. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:36 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantClass A Common | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-17-000104 · wf-form4_149669855045890.xml · nonDerivative · entry 1 Jones Jill Ackerman · CIK 0001468766 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,540 F1 · shares: These shares were issued on June 1, 2017, in connection with a July 24, 2014 award of Class A common performance-based restricted stock. The award, initially determined as a cash value, was subject to a three-year performance period, which ended April 30, 2017. The number of shares issued was determined by multiplying the cash value of the award by a three-year performance adjustment factor, dividing the amount by $45.125, which is the closing price of the issuer's Class A common stock on the date of the grant, and then adjusting upwards to account for dividends paid during the performance period. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:40 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionStock Appreciation Right · Derivative | 33,518 | $0.00 Strike: $23.20 | $0.00 |
DisclosureSEC source: 0000014693-17-000004 · wf-form4_148477560340507.xml · derivative · entry 11 Jones Jill Ackerman · CIK 0001468766 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common · 33,518 shares Expires 2021-04-30 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. F9 · derivative.exercise_price: These stock appreciation rights were previously reported as covering 16,759 shares at an exercise price of $46.40, but were adjusted to reflect the August 2016 Stock Split. F9 · balance_after: These stock appreciation rights were previously reported as covering 16,759 shares at an exercise price of $46.40, but were adjusted to reflect the August 2016 Stock Split. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:40 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | OtherClass B Common | 3,566.0275 | $43.96 | $156,762.57 |
DisclosureSEC source: 0000014693-17-000004 · wf-form4_148477560340507.xml · nonDerivative · entry 4 Jones Jill Ackerman · CIK 0001468766 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401k Disclosed balance after: 11,405.7812 F4 · balance_after: Number of shares acquired through issuer's 401(k) plan as of January 13, 2017, including additional shares issued in the August 2016 stock split. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:40 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | SaleClass B Common | 10,515 | $43.92 | $461,832.47 |
DisclosureSEC source: 0000014693-17-000004 · wf-form4_148477560340507.xml · nonDerivative · entry 3 Jones Jill Ackerman · CIK 0001468766 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,850 F3 · price: The price reported in Column 4 is a weighted average price. These shares were multiple transactions at prices ranging from $43.875 to $43.97, inclusive. The reporting person undertakes to provide to Brown-Forman Corporation, any security holder of Brown-Forman Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares at each separate price within the range set forth in this footnote. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:40 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass B Common | 23,003 | $44.17 | $1,016,042.51 |
DisclosureSEC source: 0000014693-17-000004 · wf-form4_148477560340507.xml · nonDerivative · entry 2 Jones Jill Ackerman · CIK 0001468766 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,365 F2 · price: The closing price of BF-B on January 12, 2017 was used to calculate the withholding obligation. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:40 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionClass B Common | 33,518 | $11.60 | $388,808.80 |
DisclosureSEC source: 0000014693-17-000004 · wf-form4_148477560340507.xml · nonDerivative · entry 1 Jones Jill Ackerman · CIK 0001468766 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,368 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 · balance_after: In August 2016, the Class A and Class B common stock of Brown-Forman Corporation split 2-1, resulting in the reporting person's acquisition of additional shares. Total also updated to correct prior dividend reinvestment. Read SEC document |
| January 13, 2017 Filed May 2, 2017 23:58 UTC Amendment | BROWN FORMAN CORP BFA, BFB · Entity 3449 | SaleClass B Common | 15,000 | $43.90 | $658,500.00 |
DisclosureSEC source: 0000014693-17-000067 · wf-form4a_149376946726210.xml · nonDerivative · entry 1 Jones Jill Ackerman · CIK 0001468766 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,850 F1 · price: The price reported in Column 4 is a weighted average price. These shares were multiple transactions at prices ranging from $43.86 to $43.95, inclusive. The reporting person undertakes to provide to Brown-Forman Corporation, any security holder of Brown-Forman Corporation, or the staff of 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: Amended to include inadvertently omitted transaction. 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.