Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERSHEY COHSY · Entity 795 | Director | April 01, 2024 | April 03, 2024 |
| PITNEY BOWES INC /DE/PBI · Entity 4392 | Director | April 28, 2023 | May 01, 2023 |
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Director | February 22, 2024 | February 26, 2024 |
| US Foods Holding Corp.USFD · Entity 3215 | Director | May 15, 2024 | May 17, 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.
HERSHEY CO
Report date April 01, 2024 · Filed April 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,363.333 |
Reported balance
After 2024-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-01 · Grant · Acquired 220.162 · Balance 3,363.333 F1: The total amount of securities reported as directly owned in Column 5 includes 4.931 shares acquired on March 15, 2024, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The total amount of securities reported as directly owned in Column 5 includes 4.931 shares acquired on March 15, 2024, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders.
PITNEY BOWES INC /DE/
Report date April 28, 2023 · Filed May 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,664.6129 |
Reported balance
After 2023-04-28 transaction · row 1
1 source rowRow 1 · 2023-04-28 · Grant · Acquired 19,802 · Balance 110,664.6129 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-28 · Exercise / conversion · Disposed 19,802 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock.
F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan).
RAYMOND JAMES FINANCIAL INC
Report date February 22, 2024 · Filed February 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,149 |
Reported balance
After 2024-02-22 transaction · row 1
1 source rowRow 1 · 2024-02-22 · Exercise / conversion · Acquired 1,643 · Balance 11,149 F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,354 |
Reported balance
After 2024-02-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-02-22 · Grant · Acquired 1,711 · Balance 3,354 F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,711 |
Reported balance
After 2024-02-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-22 · Exercise / conversion · Disposed 1,643 · Balance 1,711 F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.
F2: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2025.
F3: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.
US Foods Holding Corp.
Report date May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 121,224 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 3,179 · Balance 121,224 F1: The restricted stock units were granted on May 15, 2024 and vest on the one-year anniversary of the grant date (subject to earlier vesting in the event the 2025 annual meeting falls prior to the one-year anniversary date). Each restricted stock unit represents a right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units were granted on May 15, 2024 and vest on the one-year anniversary of the grant date (subject to earlier vesting in the event the 2025 annual meeting falls prior to the one-year anniversary date). Each restricted stock unit represents a right to receive one share of the Issuer's common stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TECH DATA CORP
Report date June 30, 2020 · Filed July 02, 2020
Section 16 reporting ended · disclosed 2020-07-02. 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 2020-06-30 transaction · row 1
1 source rowRow 1 · 2020-06-30 · Disposition to issuer · Disposed 105,623 · Balance 0 F1: Tech Data Corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 12, 2019 and amended on November 27, 2019 (the "Merger Agreement"), by and among the Company, Tiger Midco, LLC, a Delaware limited liability company ("Parent") and Tiger Merger Sub Co., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On June 30, 2020, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and each restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $145.00, without interest and net of any required withholding of taxes. F2: Represents 53,384 shares of Common Stock, 14,709 restricted stock units and 37,530 hold-to-retirement RSUs held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person and each share of Common Stock underlying a restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes. |
| Common StockSEC Table I · non-derivative | IndirectBy Charitable Trust | 0 |
Reported balance
After 2020-06-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-06-30 · Disposition to issuer · Disposed 6,960 · Balance 0 F1: Tech Data Corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 12, 2019 and amended on November 27, 2019 (the "Merger Agreement"), by and among the Company, Tiger Midco, LLC, a Delaware limited liability company ("Parent") and Tiger Merger Sub Co., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On June 30, 2020, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and each restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $145.00, without interest and net of any required withholding of taxes. F3: Represents shares of Common Stock held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter's Trust | 0 |
Reported balance
After 2020-06-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-06-30 · Disposition to issuer · Disposed 14,000 · Balance 0 F1: Tech Data Corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 12, 2019 and amended on November 27, 2019 (the "Merger Agreement"), by and among the Company, Tiger Midco, LLC, a Delaware limited liability company ("Parent") and Tiger Merger Sub Co., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On June 30, 2020, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and each restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $145.00, without interest and net of any required withholding of taxes. F3: Represents shares of Common Stock held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes. |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust | 0 |
Reported balance
After 2020-06-30 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-06-30 · Disposition to issuer · Disposed 37,000 · Balance 0 F1: Tech Data Corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 12, 2019 and amended on November 27, 2019 (the "Merger Agreement"), by and among the Company, Tiger Midco, LLC, a Delaware limited liability company ("Parent") and Tiger Merger Sub Co., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On June 30, 2020, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and each restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $145.00, without interest and net of any required withholding of taxes. F3: Represents shares of Common Stock held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes. |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust - Spouse | 0 |
Reported balance
After 2020-06-30 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2020-06-30 · Disposition to issuer · Disposed 37,000 · Balance 0 F1: Tech Data Corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 12, 2019 and amended on November 27, 2019 (the "Merger Agreement"), by and among the Company, Tiger Midco, LLC, a Delaware limited liability company ("Parent") and Tiger Merger Sub Co., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On June 30, 2020, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and each restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $145.00, without interest and net of any required withholding of taxes. F3: Represents shares of Common Stock held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes. |
| Common StockSEC Table I · non-derivative | IndirectBy Son's Trust | 0 |
Reported balance
After 2020-06-30 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2020-06-30 · Disposition to issuer · Disposed 14,000 · Balance 0 F1: Tech Data Corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 12, 2019 and amended on November 27, 2019 (the "Merger Agreement"), by and among the Company, Tiger Midco, LLC, a Delaware limited liability company ("Parent") and Tiger Merger Sub Co., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On June 30, 2020, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and each restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $145.00, without interest and net of any required withholding of taxes. F3: Represents shares of Common Stock held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Tech Data Corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 12, 2019 and amended on November 27, 2019 (the "Merger Agreement"), by and among the Company, Tiger Midco, LLC, a Delaware limited liability company ("Parent") and Tiger Merger Sub Co., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On June 30, 2020, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and each restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $145.00, without interest and net of any required withholding of taxes.
F2: Represents 53,384 shares of Common Stock, 14,709 restricted stock units and 37,530 hold-to-retirement RSUs held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person and each share of Common Stock underlying a restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes.
F3: Represents shares of Common Stock held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes.
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 |
|---|---|---|---|---|---|---|
| June 03, 2020 Filed Jun 5, 2020 15:23 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-20-000113 · wf-form4_159137060263196.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,997 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 |
| May 13, 2020 Filed May 14, 2020 20:56 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantCommon Stock | 8,945 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-20-000092 · wf-form4_158948978886412.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,900 F1 · price: The restricted stock units were granted on May 13, 2020 and vest on the one-year anniversary of the grant date (subject to earlier vesting in the event the 2021 annual meeting falls prior to the one-year anniversary date). Each restricted stock unit represents a right to receive one share of the Issuer's common stock. Read SEC document |
| May 04, 2020 Filed May 5, 2020 20:18 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 33,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003367 · primarydocument.xml · derivative · entry 3 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,784 Underlying: Common Stock · 33,784 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F3 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year. F3 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year. Read SEC document |
| May 04, 2020 Filed May 5, 2020 20:39 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 994 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-20-000076 · wf-form4_158871113778515.xml · derivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 995 Underlying: Common Stock · 994 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_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units were granted on May 4, 2018 and vest in three equal annual installments beginning on May 4, 2019. F2 · derivative.expiration_date: The restricted stock units were granted on May 4, 2018 and vest in three equal annual installments beginning on May 4, 2019. Read SEC document |
| May 04, 2020 Filed May 5, 2020 20:39 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 994 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-20-000076 · wf-form4_158871113778515.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,955 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 |
| May 01, 2020 Filed May 5, 2020 20:18 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 17,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003367 · primarydocument.xml · derivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,301 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_price: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2 · derivative.exercise_date: The RSUs were granted on May 1, 2019 and have a one year cliff vesting. F2 · derivative.expiration_date: The RSUs were granted on May 1, 2019 and have a one year cliff vesting. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:18 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantCommon Stock | 17,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003367 · primarydocument.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,527.2782 Read SEC document |
| March 25, 2020 Filed Mar 26, 2020 16:05 UTC | TECH DATA CORP TECD · Entity 148100 | GrantCommon Stock | 11,610 | $122.26 | $1,419,438.60 |
DisclosureSEC source: 0001127602-20-011995 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,623 F1 · shares: Performance-based RSUs achieved performance goals for FY18 - FY20. F2 · balance_after: Direct: 38,024, unvested RSUs: 30,069. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 16:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003206 · doc4.xml · derivative · entry 3 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,481 Underlying: Common Stock · 1,789 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_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F3 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 16:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003206 · doc4.xml · derivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,270 Underlying: Common Stock · 1,481 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2021. F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2021. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 16:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003206 · doc4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,451 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: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 10 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter's Trust Disclosed balance after: 14,000 Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 9 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,013 F1 · kind: Shares transferred to Trust controlled by reporting person or spouse of reporting person. F2 · balance_after: Direct: 19,059, unvested RSUs: 37,424. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 8 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son's Trust Disclosed balance after: 14,000 Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 7 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,013 F1 · kind: Shares transferred to Trust controlled by reporting person or spouse of reporting person. Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 6,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 6 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Charitable Trust Disclosed balance after: 6,960 Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 6,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 5 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,013 F1 · kind: Shares transferred to Trust controlled by reporting person or spouse of reporting person. Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 4 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Irrevocable Trust - Spouse Disclosed balance after: 37,000 Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 3 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,973 F1 · kind: Shares transferred to Trust controlled by reporting person or spouse of reporting person. Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Irrevocable Trust Disclosed balance after: 37,000 Read SEC document |
| December 30, 2019 Filed Jan 3, 2020 08:57 UTC | TECH DATA CORP TECD · Entity 148100 | OtherCommon Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000306 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,973 F1 · kind: Shares transferred to Trust controlled by reporting person or spouse of reporting person. Read SEC document |
| October 04, 2019 Filed Oct 7, 2019 13:58 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013210 · doc4.xml · derivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 662 shares Expires 2019-10-04 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 Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| October 04, 2019 Filed Oct 7, 2019 13:58 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013210 · doc4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662 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: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| September 11, 2019 Filed Sep 11, 2019 16:01 UTC | TECH DATA CORP TECD · Entity 148100 | SaleCommon Stock | 10,000 | $105.04 | $1,050,369.00 |
DisclosureSEC source: 0001127602-19-028192 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,973 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.00 to $105.18, inclusive. The reporting person undertakes to provide Tech Data Corporation, any security holder of Tech Data 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 ranges set forth in this Form 4. F2 · balance_after: Direct: 128,019, unvested RSUs: 37,424. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 16:05 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 8,955 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003896 · primarydocument.xml · derivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,301 Underlying: Common Stock · 8,955 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: The RSUs were granted on July 9, 2018 and have a one year cliff vesting. F1 · derivative.expiration_date: The RSUs were granted on July 9, 2018 and have a one year cliff vesting. Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 16:05 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 8,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003896 · primarydocument.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,955 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 |
| June 06, 2019 Filed Jun 7, 2019 16:02 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 573 | $92.86 | $53,208.78 |
DisclosureSEC source: 0001127602-19-021113 · form4.xml · nonDerivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,973 F2 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). F3 · balance_after: Direct: 138,019, unvested RSUs: 37,424. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:02 UTC | TECH DATA CORP TECD · Entity 148100 | GrantCommon Stock | 1,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021113 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,546 F1 · shares: Restricted stock unit award which represents a contingent right to receive one share of Tech Data Corporation common stock for each vested unit. The restricted stock units vest 100% on the first grant date anniversary. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 22:45 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-19-000117 · wf-form4_155968829643444.xml · derivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,097 Underlying: Common Stock · 1,097 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_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock or, in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F2 · derivative.exercise_date: The restricted stock units were granted on June 3, 2017 and vest in three equal annual installments beginning on June 3, 2018. F2 · derivative.expiration_date: The restricted stock units were granted on June 3, 2017 and vest in three equal annual installments beginning on June 3, 2018. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 22:45 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-19-000117 · wf-form4_155968829643444.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,961 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 |
| May 09, 2019 Filed May 9, 2019 16:26 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | PurchaseCommon Stock | 10,000 | $5.22 | $52,150.00 |
DisclosureSEC source: 0001562180-19-002726 · primarydocument.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| May 06, 2019 Filed May 7, 2019 16:51 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 17,301 | $5.78 | $99,999.78 |
DisclosureSEC source: 0001562180-19-002677 · primarydocument.xml · derivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,256 Underlying: Common Stock · 17,301 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year. F2 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year. Read SEC document |
| May 04, 2019 Filed May 6, 2019 20:23 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 994 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-19-000093 · wf-form4_155717421810844.xml · derivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,989 Underlying: Common Stock · 994 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_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units were granted on May 4, 2018 and vest in three equal annual installments beginning on May 4, 2019. F2 · derivative.expiration_date: The restricted stock units were granted on May 4, 2018 and vest in three equal annual installments beginning on May 4, 2019. Read SEC document |
| May 04, 2019 Filed May 6, 2019 20:23 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 994 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-19-000093 · wf-form4_155717421810844.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,864 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 |
| May 01, 2019 Filed May 3, 2019 20:28 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantCommon Stock | 2,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-19-000076 · wf-form4_155691529931916.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,870 F1 · price: Restricted stock units were granted on May 1, 2019 and vest annually in three equal installments beginning on May 1, 2020. Each restricted stock unit represents a right to receive one share of the Issuer's common stock. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 16:01 UTC | TECH DATA CORP TECD · Entity 148100 | SaleCommon Stock | 8,008 | $108.01 | $864,962.50 |
DisclosureSEC source: 0001127602-19-015320 · form4.xml · nonDerivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,930 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.095, inclusive. The reporting person undertakes to provide Tech Data Corporation, any security holder of Tech Data 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 ranges set forth in this Form 4. F3 · balance_after: Direct: 137,138, unvested RSUs: 37,262. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| April 10, 2019 Filed Apr 12, 2019 16:01 UTC | TECH DATA CORP TECD · Entity 148100 | SaleCommon Stock | 14,892 | $108.02 | $1,608,656.18 |
DisclosureSEC source: 0001127602-19-015320 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,938 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.06, inclusive. The reporting person undertakes to provide Tech Data Corporation, any security holder of Tech Data 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 ranges set forth in this Form 4. Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 16:00 UTC | TECH DATA CORP TECD · Entity 148100 | SaleCommon Stock | 2,100 | $108.02 | $226,840.53 |
DisclosureSEC source: 0001127602-19-015077 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,830 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.105, inclusive. The reporting person undertakes to provide Tech Data Corporation, any security holder of Tech Data 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 ranges set forth in this Form 4. F2 · balance_after: Direct: 160,038, unvested RSUs: 37,262. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| March 28, 2019 Filed Mar 29, 2019 16:07 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 2,543 | $97.47 | $247,866.21 |
DisclosureSEC source: 0001127602-19-013600 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,930 F1 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). F2 · balance_after: Direct: 162,138, unvested RSUs: 37,262. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 16:08 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 6,273 | $104.70 | $656,783.10 |
DisclosureSEC source: 0001127602-19-013122 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,473 F1 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). F2 · balance_after: Direct: 157,809, unvested RSUs: 44,134. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 16:15 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 2,894 | $103.61 | $299,847.34 |
DisclosureSEC source: 0001127602-19-012662 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,746 F1 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). F2 · balance_after: Direct: 148,142, unvested RSUs: 60,074. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 07:41 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 3,668 | $102.05 | $374,319.40 |
DisclosureSEC source: 0001127602-19-012384 · form4.xml · nonDerivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,640 F2 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). F3 · balance_after: Direct: 143,682, unvested RSUs: 67,428. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 07:41 UTC | TECH DATA CORP TECD · Entity 148100 | GrantCommon Stock | 9,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012384 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,308 F1 · shares: Performance-based RSUs achieved performance goals for FY17 - FY19. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 18:26 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004264 · doc4.xml · derivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,789 Underlying: Common Stock · 1,789 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2020. F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2020. Read SEC document |
| January 11, 2019 Filed Jan 15, 2019 07:23 UTC | TECH DATA CORP TECD · Entity 148100 | SaleCommon Stock | 10,000 | $91.02 | $910,172.00 |
DisclosureSEC source: 0001127602-19-001942 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,015 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.00 to $91.07, inclusive. The reporting person undertakes to provide Tech Data Corporation, any security holder of Tech Data 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 ranges set forth in this Form 4. F2 · balance_after: Direct: 138,057, unvested RSUs: 67,428. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| October 04, 2018 Filed Oct 9, 2018 16:09 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014486 · doc4.xml · derivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662 Underlying: Common Stock · 662 shares Expires 2019-10-04 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 16:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 8.955 | $9.27 | $83.01 |
DisclosureSEC source: 0001562180-18-003273 · primarydocument.xml · derivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8.955 Underlying: Common Stock · 8.955 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest on July 8, 2019. F2 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest on July 8, 2019. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 07:05 UTC | TECH DATA CORP TECD · Entity 148100 | GrantCommon Stock | 1,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020419 · form4.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,015 F1 · shares: Restricted stock unit award which represents a contigent right to receive one share of Tech Data Corporation common stock for each vested unit. The restricted stock units vest 100% on the first grant date anniversary. F2 · balance_after: Direct: 148,057, unvested RSUs: 67,428. 37,530 vested shares will be delivered to Mr. Dutkowsky as soon as practical after, but not later than 10 days following, his separation from service, subject to a potential delay if required under Section 409A of US tax rules. Read SEC document |
| June 03, 2018 Filed Jun 4, 2018 22:28 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000075 · wf-form4_152815128316583.xml · derivative · entry 2 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,194 Underlying: Common Stock · 1,097 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_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F2 · derivative.exercise_date: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. F2 · derivative.expiration_date: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. Read SEC document |
| June 03, 2018 Filed Jun 4, 2018 22:28 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 1,097 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-18-000075 · wf-form4_152815128316583.xml · nonDerivative · entry 1 DUTKOWSKY ROBERT M · CIK 0001247747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,097 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: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. 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.