Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| V2X, Inc.VVX · Entity 4368 | SVP, Aerospace Solutions | January 05, 2024 | January 08, 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.
V2X, Inc.
Report date January 05, 2024 · Filed January 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| V2X, Inc. Common StockSEC Table I · non-derivative | Direct | 54,701 |
Ending reported balance
After 2024-01-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-05 · Exercise / conversion · Acquired 29,315 · Balance 64,469 F1: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. Row 2 · 2024-01-05 · Tax withholding · Disposed 9,768 · Balance 54,701 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,314 |
Reported balance
After 2024-01-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-05 · Exercise / conversion · Disposed 29,315 · Balance 29,314 F1: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. F2: The RSUs were granted on July 5, 2022 and vest as follows: (a) 1/4 vested on the six-month anniversary of the grant date, (b) 1/4 vested on the one-year anniversary of the grant date, (c) 1/4 vested on the eighteen-month anniversary of the grant date, and (d) 1/4 will vest on the two-year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis.
F2: The RSUs were granted on July 5, 2022 and vest as follows: (a) 1/4 vested on the six-month anniversary of the grant date, (b) 1/4 vested on the one-year anniversary of the grant date, (c) 1/4 vested on the eighteen-month anniversary of the grant date, and (d) 1/4 will vest on the two-year anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| January 05, 2024 Filed Jan 8, 2024 21:31 UTC | V2X, Inc. VVX · Entity 4368 | Exercise / conversionRestricted Stock Units · Derivative | 29,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-000849 · wk-form4_1704749481.xml · derivative · entry 3 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,314 Underlying: V2X, Inc. Common Stock · 29,315 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: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. F2 · derivative.exercise_date: The RSUs were granted on July 5, 2022 and vest as follows: (a) 1/4 vested on the six-month anniversary of the grant date, (b) 1/4 vested on the one-year anniversary of the grant date, (c) 1/4 vested on the eighteen-month anniversary of the grant date, and (d) 1/4 will vest on the two-year anniversary of the grant date. F2 · derivative.expiration_date: The RSUs were granted on July 5, 2022 and vest as follows: (a) 1/4 vested on the six-month anniversary of the grant date, (b) 1/4 vested on the one-year anniversary of the grant date, (c) 1/4 vested on the eighteen-month anniversary of the grant date, and (d) 1/4 will vest on the two-year anniversary of the grant date. Read SEC document |
| January 05, 2024 Filed Jan 8, 2024 21:31 UTC | V2X, Inc. VVX · Entity 4368 | Tax withholdingV2X, Inc. Common Stock | 9,768 | $41.96 | $409,865.28 |
DisclosureSEC source: 0001628280-24-000849 · wk-form4_1704749481.xml · nonDerivative · entry 2 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,701 Read SEC document |
| January 05, 2024 Filed Jan 8, 2024 21:31 UTC | V2X, Inc. VVX · Entity 4368 | Exercise / conversionV2X, Inc. Common Stock | 29,315 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-000849 · wk-form4_1704749481.xml · nonDerivative · entry 1 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,469 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: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 20:06 UTC | V2X, Inc. VVX · Entity 4368 | Exercise / conversionRestricted Stock Units · Derivative | 29,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-024450 · wk-form4_1688673950.xml · derivative · entry 3 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,629 Underlying: V2X, Inc. Common Stock · 29,314 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: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. F2 · derivative.exercise_date: These RSUs were granted on July 5, 2022 and vest as follows: (a) 1/4 vests on the six-month anniversary of the grant date, (b) 1/4 vests on the one-year anniversary of the grant date, (c) 1/4 vests on the eighteen-month anniversary of the grant date, and (d) 1/4 vests on the two-year anniversary of the grant date. F2 · derivative.expiration_date: These RSUs were granted on July 5, 2022 and vest as follows: (a) 1/4 vests on the six-month anniversary of the grant date, (b) 1/4 vests on the one-year anniversary of the grant date, (c) 1/4 vests on the eighteen-month anniversary of the grant date, and (d) 1/4 vests on the two-year anniversary of the grant date. Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 20:06 UTC | V2X, Inc. VVX · Entity 4368 | Tax withholdingV2X, Inc. Common Stock | 13,441 | $48.99 | $658,474.59 |
DisclosureSEC source: 0001628280-23-024450 · wk-form4_1688673950.xml · nonDerivative · entry 2 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,154 Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 20:06 UTC | V2X, Inc. VVX · Entity 4368 | Exercise / conversionV2X, Inc. Common Stock | 29,314 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-024450 · wk-form4_1688673950.xml · nonDerivative · entry 1 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,595 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: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:16 UTC | V2X, Inc. VVX · Entity 4368 | GrantPerformance Stock Units · Derivative | 8,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-007857 · wf-form4_167882495535355.xml · derivative · entry 2 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,209 Underlying: V2X, Inc. Common Stock · 8,209 shares Expires not disclosed F3 · derivative.exercise_price: These performance stock units ("PSUs") convert to V2X, Inc. common stock on a one-for-one basis. F4 · derivative.exercise_date: Up to 80% of the target amount of PSUs reported herein will vest upon the achievement of certain stock price conditions during the performance period ending on December 31, 2025. In addition, 100% of such target amount will vest upon achievement of such stock price and other performance conditions during such period. F4 · derivative.expiration_date: Up to 80% of the target amount of PSUs reported herein will vest upon the achievement of certain stock price conditions during the performance period ending on December 31, 2025. In addition, 100% of such target amount will vest upon achievement of such stock price and other performance conditions during such period. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:16 UTC | V2X, Inc. VVX · Entity 4368 | GrantRestricted Stock Units · Derivative | 6,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-007857 · wf-form4_167882495535355.xml · derivative · entry 1 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,981 Underlying: V2X, Inc. Common Stock · 6,981 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. F2 · derivative.exercise_date: The awarded RSUs will vest in three equal annual installments beginning on March 10, 2024. F2 · derivative.expiration_date: The awarded RSUs will vest in three equal annual installments beginning on March 10, 2024. Read SEC document |
| January 05, 2023 Filed Jan 7, 2023 00:03 UTC | V2X, Inc. VVX · Entity 4368 | Exercise / conversionRestricted Stock Units · Derivative | 29,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000690 · wf-form4_167304980914802.xml · derivative · entry 3 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,943 Underlying: V2X, Inc. Common Stock · 29,315 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: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. F2 · derivative.exercise_date: The RSUs were granted on July 5, 2022 and vest as follows: (a) 1/4 will vest on the six-month anniversary of the grant date, (b) 1/4 will vest on the one-year anniversary of the grant date, (c) 1/4 will vest on the eighteen-month anniversary of the grant date, and (d) 1/4 will vest on the two-year anniversary of the grant date. F2 · derivative.expiration_date: The RSUs were granted on July 5, 2022 and vest as follows: (a) 1/4 will vest on the six-month anniversary of the grant date, (b) 1/4 will vest on the one-year anniversary of the grant date, (c) 1/4 will vest on the eighteen-month anniversary of the grant date, and (d) 1/4 will vest on the two-year anniversary of the grant date. Read SEC document |
| January 05, 2023 Filed Jan 7, 2023 00:03 UTC | V2X, Inc. VVX · Entity 4368 | Tax withholdingV2X, Inc. Common Stock | 10,034 | $41.64 | $417,815.76 |
DisclosureSEC source: 0001628280-23-000690 · wf-form4_167304980914802.xml · nonDerivative · entry 2 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,281 Read SEC document |
| January 05, 2023 Filed Jan 7, 2023 00:03 UTC | V2X, Inc. VVX · Entity 4368 | Exercise / conversionV2X, Inc. Common Stock | 29,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000690 · wf-form4_167304980914802.xml · nonDerivative · entry 1 Beard William Wayne · CIK 0001936695 · SVP, Aerospace Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,315 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: These restricted stock units ("RSUs") convert to V2X, Inc. common stock on a one-for-one basis. Read SEC document |
| July 05, 2022 Filed Jul 8, 2022 00:58 UTC | V2X, Inc. VEC · Entity 4368 | GrantRestricted Stock Units · Derivative | 117,258 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-041536 · doc4.xml · derivative · entry 1 Beard William Wayne · CIK 0001936695 · General Manager, Aerospace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,258 Underlying: V2X, Inc. Common Stock · 117,258 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units ("RSUs") convert to V2X, Inc. (formerly known as Vectrus, Inc., the "Issuer") common stock on a one-for-one basis. F2 · kind: Reflects RSUs granted by the Issuer pursuant to the terms of the Agreement and Plan of Merger, dated as of March 7, 2022 (the "Merger Agreement"), entered into by and among Vectrus, Inc., Vertex Aerospace Services Holding Corp., ("Vertex") and other parties thereto. Pursuant to the terms of the Merger Agreement, Vectrus, Inc. (which subsequently changed its name to V2X, Inc.) acquired Vertex (the "Merger") and Vertex stock options held by the reporting person were replaced by these RSUs. The Merger closed on July 5, 2022. F2 · price: Reflects RSUs granted by the Issuer pursuant to the terms of the Agreement and Plan of Merger, dated as of March 7, 2022 (the "Merger Agreement"), entered into by and among Vectrus, Inc., Vertex Aerospace Services Holding Corp., ("Vertex") and other parties thereto. Pursuant to the terms of the Merger Agreement, Vectrus, Inc. (which subsequently changed its name to V2X, Inc.) acquired Vertex (the "Merger") and Vertex stock options held by the reporting person were replaced by these RSUs. The Merger closed on July 5, 2022. F3 · derivative.exercise_date: The awarded RSUs will vest as follows: (a) 1/4 will vest on the six-month anniversary of the grant date, (b) 1/4 will vest on the one-year anniversary of the grant date, (c) 1/4 will vest on the eighteen-month anniversary of the grant date, and (d) 1/4 will vest on the two-year anniversary of the grant date. F3 · derivative.expiration_date: The awarded RSUs will vest as follows: (a) 1/4 will vest on the six-month anniversary of the grant date, (b) 1/4 will vest on the one-year anniversary of the grant date, (c) 1/4 will vest on the eighteen-month anniversary of the grant date, and (d) 1/4 will vest on the two-year anniversary of the grant 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.