Home/Filings/5/0000909334-09-000049
5//SEC Filing

BEARD WILLIAM M 5

Accession 0000909334-09-000049

CIK 0000909992other

Filed

Feb 12, 7:00 PM ET

Accepted

Feb 13, 6:29 PM ET

Size

22.1 KB

Accession

0000909334-09-000049

Insider Transaction Report

Form 5
Period: 2008-12-31
BEARD WILLIAM M
DirectorChief Executive Officer10% Owner
Transactions
  • Exercise/Conversion

    Common Stock

    2008-01-17+42,3701,008,249 total
  • Exercise/Conversion

    Common Stock

    2008-03-25+321,2121,329,461 total
  • Conversion

    Common Stock

    2008-08-25$1.00/sh+250,000$250,0001,078,958 total(indirect: By Trust)
  • Exercise/Conversion

    2003-2 Deferred Stock Comp. Units

    2008-01-1742,370254,217 total
    Common Stock (42,370 underlying)
  • Exercise/Conversion

    2005 Deferred Stock Comp. Units

    2008-03-25321,212.630 total
    Common Stock (321,212.63 underlying)
  • Conversion

    Series A and B 12% Convertible Subordinated Notes due 2008

    2008-08-250 total
    Exercise: $1.00Common Stock (250,000 underlying)
Holdings
  • Common Stock

    (indirect: By 401(k))
    80,250.56
  • Common Stock

    (indirect: By B&M Limited)
    29,998
  • Common Stock

    (indirect: By Trust)
    72,428
  • Common Stock

    (indirect: By Trust)
    90,348
  • Common Stock

    (indirect: By Trust)
    125,322
  • Common Stock

    (indirect: By Trust)
    10,106
  • Common Stock

    (indirect: By Trust)
    10,106
  • Common Stock

    (indirect: By Trust)
    3,834
  • Common Stock

    (indirect: By Spouse)
    2,518
Footnotes (5)
  • [F1]This represents the number of shares held in The Beard Group 401(k) Plan for the benefit of the reporting person as of 12/31/08.
  • [F2]These stock units were accrued under The Beard Company 2003-2 Deferred Stock Compensation Plan and are to be settled 100% in the issuer's Common Stock due to the Plan's termination. The reporting person elected to receive settlement of the shares to be issued to him under the Plan in equal annual installments over a 10-year period.
  • [F3]These stock units were accrued under The Beard Company 2005 Deferred Stock Compensation Plan and were settled upon termination of the Plan by issuance of 321,212 shares of the issuer's Common Stock and payment of cash in lieu of the .63 fractional share of a stock unit.
  • [F4]The Series A and B Convertible Subordinated Notes were acquired by the reporting person on 10/16/2006 and were immediately convertible into Common Stock at a conversion price of $1.00 per share.
  • [F5]The Series A Notes had a maturity date of August 30, 2008. The Series B Notes had a maturity date of November 30, 2008.

Issuer

BEARD CO /OK

CIK 0000909992

Entity typeother

Related Parties

1
  • filerCIK 0001191506

Filing Metadata

Form type
5
Filed
Feb 12, 7:00 PM ET
Accepted
Feb 13, 6:29 PM ET
Size
22.1 KB