Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BR | Common Stock | Options Exercise | $47.8K | +323 | +0.48% | $148.07 | 67.6K | Aug 16, 2024 | Direct | |
transaction | BR | Common Stock | Sale | -$63K | -300 | -0.44% | $210.00 | 67.3K | Aug 16, 2024 | Direct |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BR | Stock Option (Right to Buy) | Options Exercise | -$47.8K | -323 | -2.12% | $148.07 | 14.9K | Aug 16, 2024 | Common Stock | 323 | $148.07 | Direct |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).