Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BDC | Common Stock | Other | $0 | +17.8K | +22.8% | $0.00 | 95.6K | May 8, 2023 | Direct | F1 |
transaction | BDC | Common Stock | Award | $0 | +1.69K | +1.77% | $0.00 | 97.3K | May 25, 2023 | Direct | F2 |
transaction | BDC | Common Stock | Other | $0 | -17.8K | -51.63% | $0.00 | 16.6K | May 8, 2023 | By a grantor retained annuity trust | F1 |
transaction | BDC | Common Stock | Other | $0 | -16.6K | -100% | $0.00* | 0 | May 8, 2023 | By a grantor retained annuity trust | F3 |
transaction | BDC | Common Stock | Other | $0 | +16.6K | $0.00 | 16.6K | May 8, 2023 | By GRAT remainder trust for benefit of spouse and adult children | F3, F4 | |
holding | BDC | Common Stock | 2.4K | May 8, 2023 | By irrevocable trust for benefit of spouse and adult children | F4 |
Id | Content |
---|---|
F1 | Represents a distribution from the Reporting Person's grantor retained annuity trust (GRAT) back to the Reporting Person, per the terms of the GRAT. |
F2 | Grant of Restricted Stock under the Company's 2021 Long Term Incentive Plan. Based on value of $150,000 divided by the closing price on the grant date, May 25, 2023 ($88.77). The restrictions associated with the shares are generally removed one year after the date of award, but are subject to accelerated removal under certain circumstances, including death, disability and retirement. |
F3 | Represents a distribution from the Reporting Person's grantor retained annuity trust (GRAT) to the GRAT's beneficiaries, per the terms of the GRAT. |
F4 | Given the Reporting Person's lack of intention to exert any power over the voting or disposition of the shares, the Reporting Person disclaims beneficial ownership of these shares beyond his pecuniary interest. |