Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JETBLUE AIRWAYS CORPJBLU · Entity 808 | General Counsel Corp Sec | April 11, 2024 | April 15, 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.
JETBLUE AIRWAYS CORP
Report date April 11, 2024 · Filed April 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,919 |
Ending reported balance
After 2024-04-12 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-04-11 · Exercise / conversion · Acquired 47,147 · Balance 75,371 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. Row 2 · 2024-04-11 · Tax withholding · Disposed 19,001 · Balance 56,370 F3: These shares were automatically withheld and returned to JetBlue to cover tax obligations upon RSU and PSU vesting, in accordance with JetBlue policy for all RSU and PSU vesting of RSU and PSU eligible employees in the United States. Row 3 · 2024-04-12 · Grant · Acquired 2,595 · Balance 58,965 F4: Represents shares of JetBlue common stock earned by, and issued to, the Reporting Person upon vesting of Performance Share Units (2021 PSUs) granted on April 13, 2021, based on an absolute EBITDA goal (weighted 40%), an adjusted debt to cap ratio goal (weighted 40%) and an ESG performance index goal (weighted 20%), for the performance period from January 1, 2021 through December 31, 2023. Following the conclusion of the three year performance period, the Compensation Committee certified to the performance of JetBlue relative to these goals for the 2021 PSUs at 53.2%. Row 4 · 2024-04-12 · Tax withholding · Disposed 1,046 · Balance 57,919 F3: These shares were automatically withheld and returned to JetBlue to cover tax obligations upon RSU and PSU vesting, in accordance with JetBlue policy for all RSU and PSU vesting of RSU and PSU eligible employees in the United States. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 94,295 |
Reported balance
After 2024-04-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-04-11 · Exercise / conversion · Disposed 47,147 · Balance 94,295 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F2: The restricted stock units vest in equal annual installments over a three year period, measured from the vesting commencement date of April 11, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit.
F2: The restricted stock units vest in equal annual installments over a three year period, measured from the vesting commencement date of April 11, 2023.
F3: These shares were automatically withheld and returned to JetBlue to cover tax obligations upon RSU and PSU vesting, in accordance with JetBlue policy for all RSU and PSU vesting of RSU and PSU eligible employees in the United States.
F4: Represents shares of JetBlue common stock earned by, and issued to, the Reporting Person upon vesting of Performance Share Units (2021 PSUs) granted on April 13, 2021, based on an absolute EBITDA goal (weighted 40%), an adjusted debt to cap ratio goal (weighted 40%) and an ESG performance index goal (weighted 20%), for the performance period from January 1, 2021 through December 31, 2023. Following the conclusion of the three year performance period, the Compensation Committee certified to the performance of JetBlue relative to these goals for the 2021 PSUs at 53.2%.
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 22, 2018 Filed Jun 29, 2018 16:48 UTC | JETBLUE AIRWAYS CORP JBLU · Entity 808 | Tax withholdingCommon Stock | 86 | $18.98 | $1,632.28 |
DisclosureSEC source: 0001179110-18-009129 · edgar.xml · nonDerivative · entry 2 Nelson Brandon · CIK 0001741851 · VP act'g Gen Counsel Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143 F4 · shares: These shares were automatically withheld and returned to JetBlue to cover tax obligations upon RSU vesting, in accordance with JetBlue policy for all RSU vesting of RSU eligible employees in the United States Read SEC document |
| June 22, 2018 Filed Jun 29, 2018 16:48 UTC | JETBLUE AIRWAYS CORP JBLU · Entity 808 | Exercise / conversionCommon Stock | 223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-009129 · edgar.xml · nonDerivative · entry 1 Nelson Brandon · CIK 0001741851 · VP act'g Gen Counsel Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229 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: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. 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.