WASHAM LEE (President) exercised options at CHARTER FINANCIAL CORP
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 8/16/2018ACC: 0000899243-18-022597
Officer· President
Since Aug 2018
-62.49K
Net shares
Net seller
$1.52M
Total sold
0
Open market trades
0B · 0S
3
Total transactions
90.25K acquired · 152.74K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+90.25K
Price / share
$10.89
Trade value
$982.82K
% of position
76.7%
8/14/2018
117.60K→207.85K
Common Stock
Direct
Shares
−62.49K
Price / share
$24.40
Trade value
$1.52M
% of position
30.1%
8/14/2018
207.85K→145.36K
Total
Net shares
+27.76K
Net value
-$541.88K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 8/14/2018 | M · Option Exercise | +90.25K | $10.89 | $982.82K | 76.7% | 117.60K | 207.85K |
| Common Stock Direct | 8/14/2018 | F · Tax Withholding | −62.49K | $24.40 | $1.52M | 30.1% | 207.85K | 145.36K |
| Total | +27.76K | -$541.88K | ||||||
Derivative Transactions1
Stock Option
Direct
Converts to
Common Stock
90.25K shares
Shares
−90.25K
Strike price
10.89
Held after
28.58K
Exercisable
—
8/14/2018
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Option Direct | Common Stock90.25K shares | 8/14/2018 | M · Option Exercise | −90.25K | 10.89 | — | 28.58K |
Non-Derivative Holdings (Post-Transaction)2
Common Stock
IndirectShares owned19.11K
Common Stock
IndirectShares owned35.76K
Total
54.86K indirect54.86K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 19.11K | Indirect |
| Common Stock | 35.76K | Indirect |
| Total | 54.86K | 54.86K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported