Home/Filings/4/0001140361-10-005350
4//SEC Filing

Cotter James M. 4

Accession 0001140361-10-005350

CIK 0000109156other

Filed

Feb 9, 7:00 PM ET

Accepted

Feb 10, 4:10 PM ET

Size

12.2 KB

Accession

0001140361-10-005350

Insider Transaction Report

Form 4
Period: 2010-02-08
Transactions
  • Award

    Stock options (right to buy)

    2010-02-08$3.75/sh+5,000$18,7505,000 total
    Exercise: $3.75From: 2011-02-08Exp: 2020-02-08Common Stock (5,000 underlying)
Holdings
  • Restricted Stock Units

    Exercise: $0.00From: 2009-11-18Common Stock (4,902 underlying)
    4,902
  • Common Stock

    1,040
  • Deferred Stock Units

    Exercise: $0.00Common Stock (5,000 underlying)
    5,000
  • Stock Options (right to buy)

    Exercise: $14.46From: 2009-01-17Exp: 2018-01-17Common Stock (3,080 underlying)
    3,080
Footnotes (4)
  • [F1]Granted under the Zale Corporation Non-Employee Director Equity Compensation Plan, as amended (the "Plan") and vests on 2/8/2011. Pursuant to the governing documents of Breeden Partners L.P., Breeden Partners (California) L.P., Breeden Partners (California) II L.P., Breeden Partners (New York) I L.P., Breeden Partners Holdco Ltd. and Breeden Partners (Cayman) Ltd. (the ?Funds?), any economic benefit with respect to this grant will be apportioned among the Funds.
  • [F2]Restricted stock units granted under the Plan that vested on November 18, 2009. The holder will be entitled to receive one share of common stock for each unit, unless the Board of Directors determines that payment shall be made in cash. The holder has elected to defer delivery of any shares that would be due by virtue of vesting until the date that is six months following his separation from service on the Company's Board. Pursuant to the Funds' governing documents (as defined above), any economic benefit with respect to the grant will be apportioned among the Funds.
  • [F3]Deferred stock units granted under the Plan. Under the terms of the Plan, Mr. Cotter elected to receive the deferred stock units in lieu of a portion of the quarterly cash retainer payment of $10,000 for service as a member of the Company's Board of Directors. Mr. Cotter was granted 5,000 deferred stock units based on the 2/27/2009 closing price of $1.25. The deferred stock units vest immediately upon grant. The holder is entitled to receive one share of common stock for each unit, unless the Board of Directors determines that payment shall be made in cash. The holder has elected to defer delivery of any shares that would be due until the date that is six months following his separation from service on the Company's Board. Pursuant to the Funds' governing documents, any economic benefit with respect to the grant will be apportioned among the Funds.
  • [F4]Granted under the Plan and vests in four annual installments beginning January 17, 2009. Pursuant to the Funds' governing documents, any economic benefit with respect to these stock options will be apportioned among the Funds.

Documents

1 file

Issuer

ZALE CORP

CIK 0000109156

Entity typeother

Related Parties

1
  • filerCIK 0001424376

Filing Metadata

Form type
4
Filed
Feb 9, 7:00 PM ET
Accepted
Feb 10, 4:10 PM ET
Size
12.2 KB