Home/Filings/4/0001181431-05-004961
4//SEC Filing

POOLE LONNIE C JR 4

Accession 0001181431-05-004961

CIK 0001125845other

Filed

Jan 25, 7:00 PM ET

Accepted

Jan 26, 5:27 PM ET

Size

17.6 KB

Accession

0001181431-05-004961

Insider Transaction Report

Form 4
Period: 2005-01-24
POOLE LONNIE C JR
Director10% Owner
Transactions
  • Sale

    Common Stock

    2005-01-24$12.55/sh17,617$221,093181,703 total(indirect: By Trust)
Holdings
  • Stock Option (Right to Buy)

    Exercise: $11.79Exp: 2009-05-04Common Stock (17,911 underlying)
    17,911
  • Common Stock

    1,931,755
  • Common Stock

    (indirect: By Deuteronomy GRAT)
    431,847
  • Common Stock

    (indirect: By Trust)
    265,865
  • Stock Option (Right to Buy)

    Exercise: $6.93Exp: 2007-06-06Common Stock (13,008 underlying)
    13,008
  • Common Stock

    (indirect: By Trust)
    1,210,000
  • Common Stock

    (indirect: By Trust)
    265,864
  • Common Stock

    (indirect: By Spouse)
    1,000
  • Common Stock

    (indirect: By Trust)
    29,467
  • Stock Option (Right to Buy)

    Exercise: $7.21Exp: 2008-04-22Common Stock (17,360 underlying)
    17,360
  • Stock Option (Right to Buy)

    Exercise: $6.94Exp: 2006-03-01Common Stock (18,000 underlying)
    18,000
Footnotes (10)
  • [F1]Such shares are held by the Lonnie C. Poole, Jr. Grantor Trust, of which Scott J. Poole, is the beneficiary.
  • [F10]Reflects transfers of shares among the accounts that are the subject of this footnote, all of which were effected since the reporting person's last report. There was no change in the aggregate number of shares owned by these accounts.
  • [F2]The stock options granted to the Reporting Person in April 2003 under the Issuer's 1997 Stock Plan become exercisable 25% at the end of the first year from the date of grant and 6.25% per quarter thereafter for three (3) years, such that the options are fully vested on April 22, 2007, subject to continued employment.
  • [F3]The stock options granted to the Reporting Person in June 2002 under the Issuer's 1997 Stock Plan become exercisable 25% at the end of the first year from the date of grant and 6.25% per quarter thereafter for a term of three (3) years, subject to continued employment.
  • [F4]The stock options granted to the Reporting Person in March 2001 under the Issuer's 1997 Stock Plan become exercisable 25% at the end of the first year from the date of grant and 6.25% per quarter thereafter for a term of three (3) years, subject to continued employment.
  • [F5]These shares are held in the the Deuteronomy Grantor Retained Annuity Trust. The Reporting Person's children, Lonnie C. Poole III and Scott J. Poole, are entitled to a remainder interest under the trust document.
  • [F6]The shares are held by the Tailwalker Trust, which named the Reporting Person acting as the sole trustee. Lonnie C. Poole III, the Reporting Person's son, is the Grantor and Lonnie C. Poole III's children are the beneficiaries.
  • [F7]The stock options granted to the Reporting Person in May 2004 under the Issuer's 1997 Stock Plan become exercisable 25% at the end of the first year from the date of grant and 6.25% per quarter thereafter for three (3) years, such that the options are fully vested on May 5, 2008, based on continued employment.
  • [F8]Such shares are held by the Lonnie C. Poole, Jr. Grantor Trust, of which Lonnie C. Poole, III, is the beneficiary.
  • [F9]The shares are held by an investment partnership of which the Reporting Person serves as a General Partner. The Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Issuer

WASTE INDUSTRIES USA INC

CIK 0001125845

Entity typeother

Related Parties

1
  • filerCIK 0001055816

Filing Metadata

Form type
4
Filed
Jan 25, 7:00 PM ET
Accepted
Jan 26, 5:27 PM ET
Size
17.6 KB