Home/Filings/4/0000062741-07-000239
4//SEC Filing

MARSHALL & ILSLEY CORP/WI/ 4

Accession 0000062741-07-000239

CIK 0000062741operating

Filed

Nov 4, 7:00 PM ET

Accepted

Nov 5, 4:11 PM ET

Size

31.9 KB

Accession

0000062741-07-000239

Insider Transaction Report

Form 4
Period: 2007-11-01
ROOT THOMAS A
Senior Vice President
Transactions
  • Disposition to Issuer

    Stock Option

    2007-11-0112,0000 total
    Exercise: $34.79Exp: 2013-10-27Common Stock (12,000 underlying)
  • Disposition to Issuer

    Stock Option

    2007-11-016,0000 total
    Exercise: $25.91Exp: 2008-12-10Common Stock (6,000 underlying)
  • Disposition to Issuer

    Stock Options (Right to buy)

    2007-11-0110,0000 total
    Exercise: $30.75Exp: 2009-12-16Common Stock (10,000 underlying)
  • Disposition to Issuer

    Common Stock

    2007-11-013,013.2060 total(indirect: By Retirement Program)
  • Disposition to Issuer

    Common Stock

    2007-11-0121,4030 total
  • Disposition to Issuer

    Common Stock

    2007-11-01529.060 total(indirect: By Children)
  • Disposition to Issuer

    Option

    2007-11-0110,8000 total
    Exercise: $41.96Exp: 2017-10-19Common Stock (10,800 underlying)
  • Disposition to Issuer

    Stock Option

    2007-11-0116,0000 total
    Exercise: $28.55Exp: 2012-10-25Common Stock (16,000 underlying)
  • Disposition to Issuer

    Stock Option

    2007-11-0119,0000 total
    Exercise: $20.76Exp: 2010-06-30Common Stock (19,000 underlying)
  • Disposition to Issuer

    Stock Option

    2007-11-0114,0000 total
    Exercise: $31.95Exp: 2011-12-20Common Stock (14,000 underlying)
Footnotes (3)
  • [F1]Reflects the disposition of shares of the Issuer pursuant to a series of transactions under an Investment Agreement, dated as of April 3, 2007, among the Issuer, certain of its subsidiaries and WPM, L.P. (the "Investment Agreement"). Pursuant to the Investment Agreement, on November 1, 2007, the Issuer merged with one of its subsidiaries to effect the formation of a holding company to hold all of the outstanding stock of the Issuer (the "Holding Company Merger"). In connection with the Holding Company Merger, the shares of common stock, including the shares of restricted stock, of the Issuer were converted into shares of common stock, including shares of restricted stock, of New M&I Corporation ("New Marshall & Ilsley"), which was subsequently renamed Marshall & Ilsley Corporation.
  • [F2]This option has been cancelled in its entirety. The vesting schedule with respect to the option to purchase shares of New Marshall & Ilsley granted to replace this option, as described in footnote 2, will be substantially similar to the vesting schedule of this option prior to cancellation.
  • [F3]Reflects an option to purchase Issuer common stock that was cancelled pursuant to the Holding Company Merger. The option will be replaced with an option to purchase a number of shares of common stock of New Marshall & Ilsley. The number of shares of common stock underlying options held by the reporting person, adn their exercise price, will be adjusted pursuant to the Employee Matters Agreement, dated April 3, 2007, as amended, between Metavante, Metavante Corporation, New Marshall & Ilsley, and the Issuer.

Issuer

MARSHALL & ILSLEY CORP/WI/

CIK 0000062741

Entity typeoperating
IncorporatedWI

Related Parties

1
  • filerCIK 0000062741

Filing Metadata

Form type
4
Filed
Nov 4, 7:00 PM ET
Accepted
Nov 5, 4:11 PM ET
Size
31.9 KB