Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JABIL INCJBL · Entity 3138 | SVP, CHRO | October 20, 2022 | October 25, 2022 |
| NCR Atleos CorpNATL · Entity 4147 | Chief Human Resource Officer | February 16, 2024 | February 21, 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.
JABIL INC
Report date October 20, 2022 · Filed October 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,842 |
Ending reported balance
After 2022-10-21 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-10-20 · Grant · Acquired 5,860 · Balance 13,751 F1: Restricted Stock Units ("RSUs" granted pursuant to Issuer's 2021 Equity Incentive Plan ("Plan"), each representing the right to receive one share of Issuer's Common Stock upon vesting. The RSUs vest at the rate of 30% of the shares on the first anniversary of the date of grant (which date of grant was October 20, 2022), 30% of the shares on the second anniversary of the date of grant, and the remaining 40% of the shares on the third anniversary of the date of grant; subject to the terms of the Plan. Row 2 · 2022-10-20 · Grant · Acquired 5,860 · Balance 19,611 F2: Restricted Stock Units ("RSUs" granted pursuant to Issuer's 2021 Equity Incentive Plan ("Plan"), each representing the right to receive one share of Issuer's Common Stock upon vesting. The RSUs vest based on the achievement of certain performance-based criteria during the three-year period beginning September 1, 2022 and ending on August 31, 2025, subject to the terms of the Plan. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Row 3 · 2022-10-20 · Grant · Acquired 4,395 · Balance 24,006 F2: Restricted Stock Units ("RSUs" granted pursuant to Issuer's 2021 Equity Incentive Plan ("Plan"), each representing the right to receive one share of Issuer's Common Stock upon vesting. The RSUs vest based on the achievement of certain performance-based criteria during the three-year period beginning September 1, 2022 and ending on August 31, 2025, subject to the terms of the Plan. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Row 4 · 2022-10-21 · Tax withholding · Disposed 164 · Balance 23,842 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs" granted pursuant to Issuer's 2021 Equity Incentive Plan ("Plan"), each representing the right to receive one share of Issuer's Common Stock upon vesting. The RSUs vest at the rate of 30% of the shares on the first anniversary of the date of grant (which date of grant was October 20, 2022), 30% of the shares on the second anniversary of the date of grant, and the remaining 40% of the shares on the third anniversary of the date of grant; subject to the terms of the Plan.
F2: Restricted Stock Units ("RSUs" granted pursuant to Issuer's 2021 Equity Incentive Plan ("Plan"), each representing the right to receive one share of Issuer's Common Stock upon vesting. The RSUs vest based on the achievement of certain performance-based criteria during the three-year period beginning September 1, 2022 and ending on August 31, 2025, subject to the terms of the Plan. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met.
NCR Atleos Corp
Report date February 16, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,496 |
Reported balance
After 2024-02-16 transaction · row 1
1 source rowRow 1 · 2024-02-16 · Grant · Acquired 15,496 · Balance 15,496 F1: These are time-based restricted stock units granted February 16, 2024 that will vest ratably, with 1/3 of such units vesting on each of the first, second and third anniversaries of the grant date (each a "Vesting Date"), subject to the reporting person's continued employment with the issuer on the applicable Vesting Dates, and in accordance with the terms and conditions of the applicable award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: These are time-based restricted stock units granted February 16, 2024 that will vest ratably, with 1/3 of such units vesting on each of the first, second and third anniversaries of the grant date (each a "Vesting Date"), subject to the reporting person's continued employment with the issuer on the applicable Vesting Dates, and in accordance with the terms and conditions of the applicable award agreement.
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 |
|---|---|---|---|---|---|---|
| February 16, 2024 Filed Feb 21, 2024 22:44 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 15,496 | $21.90 | $339,362.40 |
DisclosureSEC source: 0000950170-24-018168 · ownership.xml · nonDerivative · entry 1 Meriwether LaShawne · CIK 0001946628 · Chief Human Resource Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,496 F1 · shares: These are time-based restricted stock units granted February 16, 2024 that will vest ratably, with 1/3 of such units vesting on each of the first, second and third anniversaries of the grant date (each a "Vesting Date"), subject to the reporting person's continued employment with the issuer on the applicable Vesting Dates, and in accordance with the terms and conditions of the applicable award agreement. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:09 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantRestricted Stock Units · Derivative | 33,866 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058177 · doc4.xml · derivative · entry 1 Meriwether LaShawne · CIK 0001946628 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,866 Underlying: Common Stock · 33,866 shares Expires not disclosed F1 · kind: Represents time-based restricted stock units originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into time-based restricted stock units of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off. F1 · price: Represents time-based restricted stock units originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into time-based restricted stock units of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off. F2 · derivative.exercise_date: These restricted stock units will vest in three equal annual installments beginning on August 1, 2024, subject to the reporting person's continued employment with the Issuer on each applicable vesting date in accordance with the terms of the applicable award agreement. F2 · derivative.expiration_date: These restricted stock units will vest in three equal annual installments beginning on August 1, 2024, subject to the reporting person's continued employment with the Issuer on each applicable vesting date in accordance with the terms of the applicable award agreement. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 01:10 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 164 | $59.71 | $9,792.44 |
DisclosureSEC source: 0001225208-22-011103 · doc4.xml · nonDerivative · entry 4 Meriwether LaShawne · CIK 0001946628 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,842 Read SEC document |
| October 20, 2022 Filed Oct 25, 2022 01:10 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 4,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011103 · doc4.xml · nonDerivative · entry 3 Meriwether LaShawne · CIK 0001946628 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,006 F2 · kind: Restricted Stock Units ("RSUs" granted pursuant to Issuer's 2021 Equity Incentive Plan ("Plan"), each representing the right to receive one share of Issuer's Common Stock upon vesting. The RSUs vest based on the achievement of certain performance-based criteria during the three-year period beginning September 1, 2022 and ending on August 31, 2025, subject to the terms of the Plan. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Read SEC document |
| October 20, 2022 Filed Oct 25, 2022 01:10 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 5,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011103 · doc4.xml · nonDerivative · entry 2 Meriwether LaShawne · CIK 0001946628 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,611 F2 · kind: Restricted Stock Units ("RSUs" granted pursuant to Issuer's 2021 Equity Incentive Plan ("Plan"), each representing the right to receive one share of Issuer's Common Stock upon vesting. The RSUs vest based on the achievement of certain performance-based criteria during the three-year period beginning September 1, 2022 and ending on August 31, 2025, subject to the terms of the Plan. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Read SEC document |
| October 20, 2022 Filed Oct 25, 2022 01:10 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 5,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011103 · doc4.xml · nonDerivative · entry 1 Meriwether LaShawne · CIK 0001946628 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,751 F1 · kind: Restricted Stock Units ("RSUs" granted pursuant to Issuer's 2021 Equity Incentive Plan ("Plan"), each representing the right to receive one share of Issuer's Common Stock upon vesting. The RSUs vest at the rate of 30% of the shares on the first anniversary of the date of grant (which date of grant was October 20, 2022), 30% of the shares on the second anniversary of the date of grant, and the remaining 40% of the shares on the third anniversary of the date of grant; subject to the terms of the Plan. Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 23:31 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 121 | $58.92 | $7,129.32 |
DisclosureSEC source: 0001225208-22-011033 · doc4.xml · nonDerivative · entry 2 Meriwether LaShawne · CIK 0001946628 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,891 Read SEC document |
| October 15, 2022 Filed Oct 18, 2022 23:31 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 112 | $58.92 | $6,599.04 |
DisclosureSEC source: 0001225208-22-011033 · doc4.xml · nonDerivative · entry 1 Meriwether LaShawne · CIK 0001946628 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,012 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.