Home/Filings/5/0001140361-11-009465
5//SEC Filing

Aldrich George E 5

Accession 0001140361-11-009465

CIK 0000203248other

Filed

Feb 13, 7:00 PM ET

Accepted

Feb 14, 7:36 PM ET

Size

21.6 KB

Accession

0001140361-11-009465

Insider Transaction Report

Form 5
Period: 2010-12-31
Aldrich George E
V.P. - Controller & CAO
Transactions
  • Purchase

    Common Stock

    2010-12-31+16.303663.161 total(indirect: By 401(k))
Holdings
  • Common Stock

    2,567
  • Employee Stock Option (right to purchase)

    Exercise: $24.80Exp: 2015-09-02Common Stock (15,000 underlying)
    15,000
  • Stock Appreciation Rights

    Exercise: $28.07Exp: 2016-12-27Common Stock (13,361 underlying)
    13,361
  • Stock Appreciation Rights

    Exercise: $28.48Common Stock (29,014 underlying)
    29,014
  • Cash Restricted Units

    Common Stock (2,849 underlying)
    2,849
  • Stock Appreciation Rights

    Exercise: $12.55Exp: 2018-12-15Common Stock (35,124 underlying)
    35,124
  • Cash Restricted Units

    Common Stock (3,455 underlying)
    3,455
  • Stock Appreciation Rights

    Exercise: $21.64Exp: 2019-12-15Common Stock (18,190 underlying)
    18,190
  • Cash Restricted Units

    Common Stock (4,236 underlying)
    4,236
  • Stock Appreciation Rights

    Exercise: $24.80Exp: 2020-12-13Common Stock (14,074 underlying)
    14,074
Footnotes (9)
  • [F1]This information concerns shares held under the Issuer's 401(k) Plan. This report reflects shares purchased for the plan by the plan trustee, at the sole discretion of the trustee, at such prices as were available in the open market at the time of such purchases. Information reported herein is based on the plan statement for the period ended December 31, 2010.
  • [F2]These options are fully vested and exerciseable.
  • [F3]The stock appreciation rights are fully vested and exerciseable.
  • [F4]8,546 cash restricted units were awarded to the Reporting Person on December 15, 2008 (the "Grant Date 2008"). The cash restricted units permit the recipient to receive, on predetermined dates upon expiration of applicable restrictions, cash in an amount equal to a specified number of shares of the Company's common stock valued at the closing price of the Company's common stock on such dates. Restrictions on the award will expire in equal annual installments on the first, second and third anniversaries of the Grant Date 2008. To date restrictions on 5,697 cash restricted units have expired.
  • [F5]Stock appreciation rights will be settled in shares of common stock at an exercise price of $12.55 per share, which was equal to the closing price on Grant Date 2008. The award will vest in equal annual installments on the first, second and third anniversaries of Grant Date 2008. To date, 23,416 stock appreciation rights are currently vested and exerciseable.
  • [F6]5,182 cash restricted units were awarded to the Reporting Person on December 15, 2009 (the "Grant Date 2009"). The cash restricted units permit the recipient to receive, on predetermined dates upon expiration of applicable restrictions, cash in an amount equal to a specified number of shares of the Company's common stock valued at the closing price of the Company's common stock on such dates. Restrictions on the award will expire in equal annual installments on the first, second and third anniversaries of the Grant Date 2009. To date, restrictions on 1,727 cash restricted units have expired.
  • [F7]Stock appreciation rights will be settled in shares of common stock at an exercise price of $21.64 per share, which was equal to the closing price on Grant Date 2009. The award will vest in equal annual installments on the first, second and third anniversaries of Grant Date 2009. To date, 6,063 stock appreciation rights are currently vested and exerciseable.
  • [F8]4,236 cash restricted units were awarded to the Reporting Person on December 13, 2010 (the "Grant Date 2010"). The cash restricted units permit the recipient to receive, on predetermined dates upon expiration of applicable restrictions, cash in an amount equal to a specified number of shares of the Company's common stock valued at the closing price of the Company's common stock on such dates. Restrictions on the award will expire in equal annual installments on the first, second and third anniversaries of the Grant Date 2010.
  • [F9]Stock appreciation rights will be settled in shares of common stock at an exercise price of $24.80 per share, which was equal to the closing price on Grant Date 2010. The award will vest in equal annual installments on the first, second and third anniversaries of Grant Date 2010.

Documents

1 file

Issuer

SOUTHERN UNION CO

CIK 0000203248

Entity typeother

Related Parties

1
  • filerCIK 0001338069

Filing Metadata

Form type
5
Filed
Feb 13, 7:00 PM ET
Accepted
Feb 14, 7:36 PM ET
Size
21.6 KB