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4//SEC Filing

TARBOX RICHARD C 4

Accession 0001181431-09-044164

CIK 0001337274other

Filed

Sep 15, 8:00 PM ET

Accepted

Sep 16, 4:27 PM ET

Size

9.2 KB

Accession

0001181431-09-044164

Insider Transaction Report

Form 4
Period: 2009-09-14
TARBOX RICHARD C
SVP-Corporate Development
Transactions
  • Award

    Time-Based Restricted Stock Unit

    2009-09-14+7,6887,688 total
    Exercise: $0.00Units (7,688 underlying)
  • Award

    Performance-Based Restricted Stock Unit

    2009-09-14+13,83813,838 total
    Exercise: $0.00Units (13,838 underlying)
Footnotes (3)
  • [F1]The Time-Based Restricted Stock Unit ("RSU") vests over 5 years with 10% vesting on the first anniversary of the date of grant ("Initial Vesting Date"), and the remaining 90% vesting in equal monthly installments over the 48 months following the Initial Vesting Date. The Reporting Person's vested RSUs are paid in shares upon the first to occur of (i) a change of control that meets the requirements of a "change in control event" under Section 409A of the Internal Revenue Code, (ii) the Reporting Person's separation from service to SunGard without cause, or (iii) the date that is five years after the date of grant. If a change of control occurs before the RSUs are fully vested, any RSUs that subsequently vest are paid upon the first to occur of clauses (ii) and (iii) above.
  • [F2]Each "Unit" consists of 1.3 shares of Class A-8 common stock and 0.1444 shares of Class L common stock of SunGard Capital Corp. and 0.05 shares of preferred stock of SunGard Capital Corp. II.
  • [F3]The Performance-Based RSU vests over a five-year period based on the satisfaction of certain performance criteria for the years ending December 31, 2009 through December 31, 2013. The Reporting Person's vested RSUs are paid in shares upon the first to occur of (i) a change of control that meets the requirements of a "change in control event" under Section 409A of the Internal Revenue Code, (ii) the Reporting Person's separation from service to SunGard without cause, or (iii) the date that is five years after the date of grant. If a change of control occurs before the RSUs are fully vested, any RSUs that subsequently vest are paid upon the first to occur of clauses (ii) and (iii) above.

Issuer

SUNGARD CAPITAL CORP II

CIK 0001337274

Entity typeother

Related Parties

1
  • filerCIK 0001214681

Filing Metadata

Form type
4
Filed
Sep 15, 8:00 PM ET
Accepted
Sep 16, 4:27 PM ET
Size
9.2 KB