Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENCANA CORPECA · Entity 153444 | EVP, Mdstrm, Mktg & Fndmtls | March 08, 2019 | March 11, 2019 |
| Ovintiv Inc.OVV · Entity 3288 | Senior Advisor | June 28, 2024 | July 02, 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.
ENCANA CORP
Report date March 08, 2019 · Filed March 11, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 25,304 |
Ending reported balance
After 2019-03-08 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-03-08 · Exercise / conversion · Acquired 94,121 · Balance 119,425 Row 2 · 2019-03-08 · Disposition to issuer · Disposed 94,121 · Balance 25,304 Row 3 · 2019-03-08 · Exercise / conversion · Acquired 316,248 · Balance 341,552 F3: Settlement of the PSUs was based on a performance criteria multiplier of 168 percent. Row 4 · 2019-03-08 · Disposition to issuer · Disposed 316,248 · Balance 25,304 F3: Settlement of the PSUs was based on a performance criteria multiplier of 168 percent. |
| Rights (Restricted Share Unit)SEC Table II · derivative / convertible security · Expires 2019-03-08 | Direct | 0 |
Reported balance
After 2019-03-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-08 · Exercise / conversion · Disposed 94,121 · Balance 0 F1: Each Restricted Share Unit (each, "RSU") is the economic equivalent of one common share of Encana Corporation and attracts dividend equivalent RSUs. |
| Rights (Performance Share Unit)SEC Table II · derivative / convertible security · Expires 2019-03-08 | Direct | 0 |
Reported balance
After 2019-03-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-08 · Exercise / conversion · Disposed 185,777 · Balance 0 F2: Each Performance Share Unit (each, "PSU") is settled based on the achievement of certain performance criteria, is valued based on the economic equivalent of one common share of Encana Corporation, and attracts dividend equivalent PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Share Unit (each, "RSU") is the economic equivalent of one common share of Encana Corporation and attracts dividend equivalent RSUs.
F2: Each Performance Share Unit (each, "PSU") is settled based on the achievement of certain performance criteria, is valued based on the economic equivalent of one common share of Encana Corporation, and attracts dividend equivalent PSUs.
F3: Settlement of the PSUs was based on a performance criteria multiplier of 168 percent.
Ovintiv Inc.
Report date June 28, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitSEC Table II · derivative / convertible security | Direct | 38,337 |
Reported balance
After 2024-06-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-06-28 · Grant · Acquired 245 · Balance 38,337 F1: Each Restricted Share Unit ("RSU"') is the economic equivalent of one share of common stock of Ovintiv Inc. ("Ovintiv") and yields dividend equivalent RSUs. Vesting and exercise will occur in accordance with the Omnibus Incentive Plan and the applicable grant agreement and on the same schedule as the underlying RSUs, subject to the grantee's continued employment with Ovintiv through the applicable exercise date. F2: Dividend equivalent RSUs received in lieu of cash dividends for the second quarter of 2024. |
| Deferred Share UnitSEC Table II · derivative / convertible security | Direct | 7,452 |
Reported balance
After 2024-06-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-28 · Grant · Acquired 48 · Balance 7,452 F3: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv and yields dividend equivalent DSUs. DSUs are held until retirement from the company. F4: Dividend equivalent DSUs received in lieu of cash dividends for the second quarter of 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Share Unit ("RSU"') is the economic equivalent of one share of common stock of Ovintiv Inc. ("Ovintiv") and yields dividend equivalent RSUs. Vesting and exercise will occur in accordance with the Omnibus Incentive Plan and the applicable grant agreement and on the same schedule as the underlying RSUs, subject to the grantee's continued employment with Ovintiv through the applicable exercise date.
F2: Dividend equivalent RSUs received in lieu of cash dividends for the second quarter of 2024.
F3: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv and yields dividend equivalent DSUs. DSUs are held until retirement from the company.
F4: Dividend equivalent DSUs received in lieu of cash dividends for the second quarter of 2024.
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 |
|---|---|---|---|---|---|---|
| March 13, 2018 Filed Mar 14, 2018 12:42 UTC | ENCANA CORP ECA · Entity 153444 | Exercise / conversionCommon Shares | 84,392 | $10.87 | $917,341.04 |
DisclosureSEC source: 0001667731-18-000156 · zemljak180314.xml · nonDerivative · entry 3 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,696 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Settlement of the PSUs was based on a performance criteria multiplier of 121.4 percent. F3 · price: The PSU redemption price is determined based on the volume-weighted average price of a common share of Encana Corporation on the New York Stock Exchange for the five trading days following approval of the performance criteria multiplier. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 12:42 UTC | ENCANA CORP ECA · Entity 153444 | Disposition to issuerCommon Shares | 34,758 | $10.89 | $378,514.62 |
DisclosureSEC source: 0001667731-18-000156 · zemljak180314.xml · nonDerivative · entry 2 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,304 Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 12:42 UTC | ENCANA CORP ECA · Entity 153444 | Exercise / conversionCommon Shares | 34,758 | $10.89 | $378,514.62 |
DisclosureSEC source: 0001667731-18-000156 · zemljak180314.xml · nonDerivative · entry 1 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,062 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. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 15:18 UTC | ENCANA CORP ECA · Entity 153444 | GrantRights (Restricted Share Unit) · Derivative | 34,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-18-000103 · zemljak180227.xml · derivative · entry 2 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,499 Underlying: Common Shares · 34,499 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Unit (each, "RSU") is the economic equivalent of one common share of Encana Corporation and attracts dividend equivalent RSUs. The RSUs vest on February 26, 2021, subject to the grantee's active employment on such date and the terms and conditions of the RSU plan. F2 · derivative.exercise_date: Each Restricted Share Unit (each, "RSU") is the economic equivalent of one common share of Encana Corporation and attracts dividend equivalent RSUs. The RSUs vest on February 26, 2021, subject to the grantee's active employment on such date and the terms and conditions of the RSU plan. F2 · derivative.expiration_date: Each Restricted Share Unit (each, "RSU") is the economic equivalent of one common share of Encana Corporation and attracts dividend equivalent RSUs. The RSUs vest on February 26, 2021, subject to the grantee's active employment on such date and the terms and conditions of the RSU plan. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 15:18 UTC | ENCANA CORP ECA · Entity 153444 | GrantRights (Shareholder Appreciation) · Derivative | 62,498 | $0.00 Strike: $10.87 | $0.00 |
DisclosureSEC source: 0001667731-18-000103 · zemljak180227.xml · derivative · entry 1 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,498 Underlying: Common Shares · 62,498 shares Expires 2025-02-26 F3 · derivative.exercise_price: The exercise price for Rights granted is based on the volume-weighted average price of a common share of Encana Corporation on the New York Stock Exchange for the five trading days prior to the transaction date. F1 · derivative.exercise_date: 30% vest on February 26, 2019, 30% vest on February 26, 2020 and 40% vest on February 26, 2021, subject to the grantee's active employment on such dates and the terms and conditions of the employee stock appreciation rights plan. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 14:09 UTC | ENCANA CORP ECA · Entity 153444 | GrantRights (Performance Share Units) · Derivative | 63,830 | $0.00 Strike: $11.75 | $0.00 |
DisclosureSEC source: 0001667731-17-000094 · zemljak17.xml · derivative · entry 3 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg. & Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,595 Underlying: Common Shares · 63,830 shares Expires not disclosed F3 · derivative.exercise_date: PSU grant dated February 27, 2017. The PSU grant is a conditional grant to receive Encana common shares or cash equivalent upon the vesting date of February 27, 2020, subject to the grantee's active employment on such date, the achievement of certain performance criteria and the terms and conditions of the PSU plan. F3 · derivative.expiration_date: PSU grant dated February 27, 2017. The PSU grant is a conditional grant to receive Encana common shares or cash equivalent upon the vesting date of February 27, 2020, subject to the grantee's active employment on such date, the achievement of certain performance criteria and the terms and conditions of the PSU plan. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 14:09 UTC | ENCANA CORP ECA · Entity 153444 | GrantRights (Restricted Share Units) · Derivative | 31,915 | $0.00 Strike: $11.75 | $0.00 |
DisclosureSEC source: 0001667731-17-000094 · zemljak17.xml · derivative · entry 2 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg. & Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,799 Underlying: Common Shares · 31,915 shares Expires not disclosed F2 · derivative.exercise_date: RSU grant dated February 27, 2017. The RSU grant is a conditional grant to receive Encana common shares or cash equivalent upon the vesting date of February 27, 2020, subject to the grantee's active employment on such date and the terms and conditions of the RSU plan. F2 · derivative.expiration_date: RSU grant dated February 27, 2017. The RSU grant is a conditional grant to receive Encana common shares or cash equivalent upon the vesting date of February 27, 2020, subject to the grantee's active employment on such date and the terms and conditions of the RSU plan. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 14:09 UTC | ENCANA CORP ECA · Entity 153444 | GrantRights (Shareholder Appreciation) · Derivative | 59,878 | $0.00 Strike: $11.75 | $0.00 |
DisclosureSEC source: 0001667731-17-000094 · zemljak17.xml · derivative · entry 1 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg. & Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,878 Underlying: Common Shares · 59,878 shares Expires 2024-02-27 F1 · derivative.exercise_date: Options grant dated February 27, 2017. 30% will be vested on February 27, 2018, 30% will be vested on February 27, 2019 and 40% will be vested on February 27, 2020, subject to the grantee's active employment on such dates and the terms and conditions of the employee stock appreciation rights plan. All previously reported rights vest 30%, 30% and 40% on the previously reported dates, respectively. Read SEC document |
| February 17, 2017 Filed Feb 14, 2018 19:43 UTC | ENCANA CORP ECA · Entity 153444 | Exercise / conversionRights (Performance Share Unit) · Derivative | 42,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-18-000051 · zemljak180214.xml · derivative · entry 6 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 42,951 shares Expires 2017-02-17 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 · derivative.exercise_price: Each Performance Share Unit (each, "PSU") is settled based on the achievement of certain performance criteria, is valued based on the economic equivalent of one common share of Encana Corporation, and attracts dividend equivalent PSUs. Read SEC document |
| February 17, 2017 Filed Feb 14, 2018 19:43 UTC | ENCANA CORP ECA · Entity 153444 | Exercise / conversionRights (Restricted Share Unit) · Derivative | 21,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-18-000051 · zemljak180214.xml · derivative · entry 5 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 21,508 shares Expires 2017-02-17 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_price: Each Restricted Share Unit (each, "RSU") is the economic equivalent of one common share of Encana Corporation and attracts dividend equivalent RSUs. Read SEC document |
| February 17, 2017 Filed Feb 14, 2018 19:43 UTC | ENCANA CORP ECA · Entity 153444 | Disposition to issuerCommon Shares | 39,961 | $12.40 | $495,516.40 |
DisclosureSEC source: 0001667731-18-000051 · zemljak180214.xml · nonDerivative · entry 4 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,304 F3 · shares: Settlement of the PSUs was based on a performance criteria multiplier of 92.9 percent. Read SEC document |
| February 17, 2017 Filed Feb 14, 2018 19:43 UTC | ENCANA CORP ECA · Entity 153444 | Exercise / conversionCommon Shares | 39,961 | $12.40 | $495,516.40 |
DisclosureSEC source: 0001667731-18-000051 · zemljak180214.xml · nonDerivative · entry 3 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,304 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Settlement of the PSUs was based on a performance criteria multiplier of 92.9 percent. Read SEC document |
| February 17, 2017 Filed Feb 14, 2018 19:43 UTC | ENCANA CORP ECA · Entity 153444 | Disposition to issuerCommon Shares | 21,508 | $12.35 | $265,623.80 |
DisclosureSEC source: 0001667731-18-000051 · zemljak180214.xml · nonDerivative · entry 2 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,304 Read SEC document |
| February 17, 2017 Filed Feb 14, 2018 19:43 UTC | ENCANA CORP ECA · Entity 153444 | Exercise / conversionCommon Shares | 21,508 | $12.35 | $265,623.80 |
DisclosureSEC source: 0001667731-18-000051 · zemljak180214.xml · nonDerivative · entry 1 Zemljak Renee Ellen · CIK 0001693082 · EVP, Mdstrm, Mktg and Fndmtls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,304 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. 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.