Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Booz Allen Hamilton Holding CorpBAH · Entity 3574 | EVP & Chief Technology Officer | May 30, 2024 | May 31, 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.
Booz Allen Hamilton Holding Corp
Report date May 30, 2024 · Filed May 31, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 33,788 |
Last balance in matching sequence
After 2024-05-30 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-05-30 · Exercise / conversion · Acquired 30,161 · Balance 52,310 F1: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 8, 2024. F2: Includes restricted stock units. Row 2 · 2024-05-30 · Sale · Disposed 18,522 · Balance 33,788 F3: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 8, 2024. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.7 to $154.11, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: Includes restricted stock units. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.95 · Expires 2027-05-19 | Direct | 0 |
Reported balance
After 2024-05-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-30 · Exercise / conversion · Disposed 30,161 · Balance 0 F5: All options were fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise of options reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 8, 2024.
F2: Includes restricted stock units.
F3: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 8, 2024.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.7 to $154.11, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: All options were fully vested and exercisable.
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 23, 2018 Filed May 25, 2018 18:09 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 1,197 | $41.28 | $49,412.16 |
DisclosureSEC source: 0001443646-18-000088 · wf-form4_152728608367901.xml · nonDerivative · entry 2 Penfield Susan L · CIK 0001667720 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,384 F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 23, 2018 Filed May 25, 2018 18:09 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 9,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-18-000088 · wf-form4_152728608367901.xml · nonDerivative · entry 1 Penfield Susan L · CIK 0001667720 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,581 F1 · shares: Grant of restricted stock units under the Issuer's Second Amended and Restated Equity Incentive Plan exempt under Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. One-third of these restricted stock units are scheduled to vest on each of March 31, 2019, 2020 and 2021, subject to the Reporting Person's continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 18:12 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 873 | $38.72 | $33,802.56 |
DisclosureSEC source: 0001443646-18-000046 · wf-form4_152279349284084.xml · nonDerivative · entry 1 Penfield Susan L · CIK 0001667720 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,194 F1 · balance_after: Includes restricted stock units. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 17:00 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 30,022 | $38.31 | $1,150,142.82 |
DisclosureSEC source: 0001443646-17-000176 · wf-form4_151277041475104.xml · nonDerivative · entry 1 Penfield Susan L · CIK 0001667720 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,067 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.13 to $38.44, inclusive. The Reporting Person undertakes to provide to Booz Allen Hamilton Holding Corporation, any of its security holders, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes restricted stock units. Read SEC document |
| August 29, 2017 Filed Aug 30, 2017 17:36 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | SaleClass A Common Stock | 0.52 | $33.54 | $17.44 |
DisclosureSEC source: 0001443646-17-000145 · wf-form4_150412895500527.xml · nonDerivative · entry 1 Penfield Susan L · CIK 0001667720 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,089 F1 · balance_after: Includes restricted stock units. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 18:10 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 8,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-17-000087 · wf-form4_149929263244361.xml · nonDerivative · entry 2 Penfield Susan L · CIK 0001667720 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,089.52 F2 · shares: Grant of restricted stock units under the Issuer's Second Amended and Restated Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. One-third of these restricted stock units are scheduled to vest and settle on each of March 31, 2018, 2019 and 2020. F1 · balance_after: Includes restricted stock units. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 18:10 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | Tax withholdingClass A Common Stock | 2,806 | $32.54 | $91,307.24 |
DisclosureSEC source: 0001443646-17-000087 · wf-form4_149929263244361.xml · nonDerivative · entry 1 Penfield Susan L · CIK 0001667720 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,629.52 F1 · balance_after: Includes restricted stock units. Read SEC document |
| May 19, 2017 Filed May 23, 2017 20:43 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantEmployee Stock Option (right to buy) · Derivative | 52,761 | $0.00 Strike: $35.95 | $0.00 |
DisclosureSEC source: 0001443646-17-000060 · wf-form4_149558658252993.xml · derivative · entry 2 Penfield Susan L · CIK 0001667720 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,761 Underlying: Class A Common Stock · 52,761 shares Expires 2027-05-19 F3 · derivative.exercise_date: The options vest and become exercisable, subject to the Reporting Person's continued employment, ratably on March 31, 2018, 2019, 2020, 2021 and 2022. These options fully vest and become exercisable immediately prior to the effective date of certain change in control events. Read SEC document |
| May 19, 2017 Filed May 23, 2017 20:43 UTC | Booz Allen Hamilton Holding Corp BAH · Entity 3574 | GrantClass A Common Stock | 10,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001443646-17-000060 · wf-form4_149558658252993.xml · nonDerivative · entry 1 Penfield Susan L · CIK 0001667720 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,435.515 F1 · shares: Grant of restricted stock units under the Issuer's Second Amended and Restated Equity Incentive Plan exempt under Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. One-third of these restricted stock units are scheduled to vest on each of March 31, 2018, 2019 and 2020, subject to the Reporting Person's continued employment and the Issuer's achievement of at least $1.00 in net income in the fiscal year ending on the vesting date or any prior fiscal year during the vesting period. F2 · balance_after: Includes restricted stock units. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.