Edsel B. Ford II - 31 Dec 2021 Form 5 Insider Report for FORD MOTOR CO (F)

Source evidence Original filing metadata and source links for verification. 3 source fields
SEC form
5
Accepted by SEC
14 Feb 2022, 15:57:04 UTC
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Victoria Pool, Attorney-in-Fact

Key filing fact

Edsel B. Ford II filed Form 5 for FORD MOTOR CO (F) on 14 Feb 2022.

Key facts

  • This page summarizes Edsel B. Ford II's Form 5 filing for FORD MOTOR CO (F).
  • 2 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 14 Feb 2022, 15:57.

Change

  • No earlier filing in this sequence is available for direct comparison.
  • Current net transaction value: $0.

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

Official SEC source

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

F transaction

Class B Stock, $0.01 par value

Gift

Transaction value
$0
Shares
-423,511
Change %
-45%
Price
$0.000000
Shares after
513,298
Date
03 Feb 2021
Ownership
By Voting Trust - Children
Footnotes
F1
F transaction

Class B Stock, $0.01 par value

Gift

Transaction value
$0
Shares
+423,511
Change %
+18%
Price
$0.000000
Shares after
2,788,911
Date
03 Feb 2021
Ownership
By Voting Trust - As Trustee
Footnotes
F2
F holding

Class B Stock, $0.01 par value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
32,508
Date
31 Dec 2021
Ownership
By Voting Trust - Spouse
Footnotes
F3
F holding

Class B Stock, $0.01 par value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
984,980
Date
31 Dec 2021
Ownership
By Voting Trust - Individually
Footnotes
F4
F holding

Common Stock, $0.01 par value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
198,448
Date
31 Dec 2021
Ownership
Direct
F holding

Common Stock, $0.01 par value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
366,494
Date
31 Dec 2021
Ownership
as Trustee
Footnotes
F5
F holding

Common Stock, $0.01 par value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
24,321
Date
31 Dec 2021
Ownership
By Spouse
Footnotes
F6
F holding

Common Stock, $0.01 par value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
331,884
Date
31 Dec 2021
Ownership
By Children
Footnotes
F7

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

F holding Derivative

Ford Stock Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
174,720
Date
31 Dec 2021
Ownership
Direct
Underlying class
Common Stock, $0.01 par value
Underlying amount
174,720
Exercise price
Footnotes
F8
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

Edsel B. Ford II is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 8 footnotes

Footnote F1

I am one of four trustees of the voting trust. As shown, it holds 513,298 shares of Class B stock for the benefit of my children. I disclaim beneficial ownership of these shares.

Footnote F2

I am one of four trustees of the voting trust. As shown, it holds 2,788,911 shares of Class B stock for the benefit of trusts, of which I am a trustee, that benefit my family. The balance shown does not include 423,224 shares previously reported as indirectly held because I am no longer trustee of the trust holding those shares and no longer have a reportable beneficial interest in those shares.

Footnote F3

I am one of four trustees of the voting trust. As shown, it holds 32,508 shares of Class B stock for the benefit of my spouse.

Footnote F4

I am one of four trustees of the voting trust. As shown, it holds 984,980 shares of Class B stock for my benefit. I disclaim beneficial ownership of any other shares of Class B stock in said voting trust, unless otherwise provided herein.

Footnote F5

I am a trustee of these trusts that benefit my family. The balance shown does not include 344,391 shares previously reported as indirectly held because I am no longer trustee of the trust holding those shares and no longer have a reportable beneficial interest in those shares.

Footnote F6

These shares are owned by my wife.

Footnote F7

I disclaim beneficial ownership of these shares owned by my children.

Footnote F8

These Ford Stock Units were acquired under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock.

SEC remarks

All balances are as of May 13, 2021, the date the reporting person retired from the Issuer's Board of Directors.

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