Key facts
- This page summarizes Sharon C. Davis's Form 4 filing for ADAMS RESOURCES & ENERGY, INC..
- 7 reported transactions and 4 derivative rows are listed below.
- Accepted by SEC: 02 Mar 2022, 15:47.
Sharon C. Davis - 01 Mar 2022 Form 4 Insider Report for ADAMS RESOURCES & ENERGY, INC.
- Reporting relationship
- EVP, COO & CAO
- Issuer ticker
- N/A
- Reported as of
- 01 Mar 2022
- Net transaction value
- -$4,993
- SEC form
- 4
- Accepted by SEC
- 02 Mar 2022, 15:47:37 UTC
- Prior SEC filing
- 25 May 2021
- Next SEC filing
- 24 May 2022
- Source filing
- View source filing
- Reporting owner signature
- /s/ Sharon C. Davis
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Sharon C. Davis filed Form 4 for ADAMS RESOURCES & ENERGY, INC. on 02 Mar 2022.
Change
- Previous filing in this sequence was filed on 25 May 2021.
- Current net transaction value: -$4,993.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
AE
transaction
Common stock
Options Exercise
- Transaction value
- $0
- Shares
- +302
- Change %
- +17%
- Price
- $0.000000
- Shares after
- 2,107
- Date
- 01 Mar 2022
- Ownership
- Direct
AE
transaction
Common stock
Options Exercise
- Transaction value
- $0
- Shares
- +337
- Change %
- +16%
- Price
- $0.000000
- Shares after
- 2,444
- Date
- 01 Mar 2022
- Ownership
- Direct
AE
transaction
Common stock
Tax liability
- Transaction value
- $4,993
- Shares
- -157
- Change %
- -6.4%
- Price
- $31.80
- Shares after
- 2,287
- Date
- 01 Mar 2022
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
AE
transaction
Derivative
Restricted stock units
Options Exercise
- Transaction value
- $0
- Shares
- -302
- Change %
- -16%
- Price
- $0.000000
- Shares after
- 1,545
- Date
- 01 Mar 2022
- Ownership
- Direct
- Underlying class
- Common stock
- Underlying amount
- 302
- Exercise price
- Footnotes
- F1, F2
AE
transaction
Derivative
Restricted stock units
Options Exercise
- Transaction value
- $0
- Shares
- -337
- Change %
- -22%
- Price
- $0.000000
- Shares after
- 1,208
- Date
- 01 Mar 2022
- Ownership
- Direct
- Underlying class
- Common stock
- Underlying amount
- 337
- Exercise price
- Footnotes
- F2, F3
AE
transaction
Derivative
Restricted stock units
Award
- Transaction value
- $0
- Shares
- +944
- Change %
- +78%
- Price
- $0.000000
- Shares after
- 2,152
- Date
- 01 Mar 2022
- Ownership
- Direct
- Underlying class
- Common stock
- Underlying amount
- 944
- Exercise price
- Footnotes
- F2, F4, F5
AE
transaction
Derivative
Performance share units
Award
- Transaction value
- $0
- Shares
- +944
- Change %
- +50%
- Price
- $0.000000
- Shares after
- 2,836
- Date
- 01 Mar 2022
- Ownership
- Direct
- Underlying class
- Common stock
- Underlying amount
- 944
- Exercise price
- Footnotes
- F6, F7
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 7 footnotes
Footnote F1
The reporting person was previously granted 907 restricted stock units of Adams Resources & Energy, Inc. (AE) vesting in three equal installments beginning March 1, 2021. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting.
Footnote F2
Total includes restricted stock units previously awarded that have different vesting and expiration dates, as reported.
Footnote F3
The reporting person was previously granted 1,012 restricted stock units of Adams Resources & Energy, Inc. (AE) vesting in three equal installments beginning March 1, 2022. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting.
Footnote F4
The reporting person received a grant of 944 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2022. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting.
Footnote F5
The restricted stock units will vest (i.e., the restrictions will lapse) in three equal annual installments beginning on March 1, 2023, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances).
Footnote F6
The reporting person received a grant of 944 performance share units of Adams Resources & Energy, Inc. on March 1, 2022. The performance share units will vest on March 1, 2025, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in certain circumstances), and subject to the attainment of certain performance criteria as specified in the award agreement.
Footnote F7
Total includes 906 performance share units previously awarded on March 9, 2020 that vest on March 1, 2023, as reported. An additional 348 performance share units are the result of the achievement of applicable performance conditions during the 2020 period. Total also includes 638 performance share units previously awarded on March 1, 2021 that vest on March 1, 2024, as reported. The remaining 373 performance share units awarded on March 1, 2021 will not vest on the basis of the applicable performance conditions set for the in the award agreement and are no longer held by the reporting person.