Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Macy's, Inc.M · Entity 3820 | Director | May 17, 2024 | May 20, 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.
Macy's, Inc.
Report date May 17, 2024 · Filed May 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,209 |
Reported balance
After 2024-05-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-17 · Grant · Acquired 8,209 · Balance 8,209 F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock.
F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends.
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 17, 2024 Filed May 20, 2024 20:46 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,209 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-24-000141 · wk-form4_1716237976.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,209 Underlying: Common Stock · 8,209 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 19, 2023 Filed May 22, 2023 21:02 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 10,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-23-000049 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,818 Underlying: Common Stock · 10,818 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 20, 2022 Filed May 24, 2022 19:47 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,810 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-22-000044 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,810 Underlying: Common Stock · 8,810 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 21, 2021 Filed May 24, 2021 19:25 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,516 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-21-000032 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,516 Underlying: Common Stock · 8,516 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| July 09, 2020 Filed Jul 10, 2020 21:14 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 23,379 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-20-000105 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,379 Underlying: Common Stock · 23,379 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:01 UTC | Macy's, Inc. M · Entity 3820 | GrantPhantom Stock Units · Derivative | 1 | $7.63 | $7.63 |
DisclosureSEC source: 0000794367-20-000044 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 Underlying: Common Stock · 1 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 conversion. F3 · price: The price noted is the average of the value of the stock units granted each month during the quarter for which this report is filed. F2 · derivative.exercise_date: Units are to be settled in Common Stock upon the Reporting Person's termination from the Board of Directors. F2 · derivative.expiration_date: Units are to be settled in Common Stock upon the Reporting Person's termination from the Board of Directors. Read SEC document |
| May 17, 2019 Filed May 20, 2019 21:08 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 7,120 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-19-000063 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,120 Underlying: Common Stock · 7,120 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 18, 2018 Filed May 21, 2018 19:51 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 4,565 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-18-000055 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,565 Underlying: Common Stock · 4,565 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| May 18, 2018 Filed Jan 22, 2019 20:24 UTC Amendment | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 4,564 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-19-000009 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,564 Underlying: Common Stock · 4,564 shares Expires not disclosed F1 · security: This amended Form 4 is being filed to correct the number of Restricted Stock Units granted on May 18, 2018, which were previously reported incorrectly. As of May 18, 2018, the reporting person was granted 4,564 Restricted Stock Units. F2 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 18:24 UTC | Macy's, Inc. M · Entity 3820 | GrantPhantom Stock Units · Derivative | 1 | $25.57 | $25.57 |
DisclosureSEC source: 0000794367-18-000030 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 Underlying: Common Stock · 1 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 conversion. F3 · price: The price noted is the average of the value of the stock units granted each month during the quarter for which this report is filed. F2 · derivative.exercise_date: Units are to be settled in Common Stock upon the Reporting Person's termination from the Board of Directors. F2 · derivative.expiration_date: Units are to be settled in Common Stock upon the Reporting Person's termination from the Board of Directors. Read SEC document |
| May 19, 2017 Filed May 23, 2017 19:33 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 6,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-17-000069 · primary_doc.xml · derivative · entry 1 LEVINSON SARA · CIK 0001227925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,084 Underlying: Common Stock · 6,084 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. 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.