Home/Filings/4/0001181431-12-051634
4//SEC Filing

Bottazzi Joseph 4

Accession 0001181431-12-051634

CIK 0001071341other

Filed

Sep 19, 8:00 PM ET

Accepted

Sep 20, 5:26 PM ET

Size

7.6 KB

Accession

0001181431-12-051634

Insider Transaction Report

Form 4
Period: 2012-09-20
Bottazzi Joseph
Chief Communications Officer
Transactions
  • Other

    Common Stock

    2012-09-20$8.85/sh2,165$19,1600 total
  • Disposition to Issuer

    Restricted Stock Units

    2012-09-206,4930 total
    Exercise: $8.85Common Stock (6,493 underlying)
Footnotes (4)
  • [F1]Disposed in connection with merger agreement among The Edelman Financial Group Inc., Summer Holdings II, Inc., and Summer Merger Sub, Inc. Shares were contributed to Lee Summer, LP at a value of $8.85 per share.
  • [F2]Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.
  • [F3]The restricted stock units, which provide for vesting 25% on the date of grant, 50% on March 15, 2013, 75% on March 15, 2014, and 100% on March 15, 2015, were canceled in the merger in exchange for a cash payment of $8.85 per share.
  • [F4]The restricted stock units were issued pursuant to the Issuer's 2011 Executive and Key Manager Restricted Stock Unit Sub-Plan.

Documents

1 file

Issuer

EDELMAN FINANCIAL GROUP INC.

CIK 0001071341

Entity typeother

Related Parties

1
  • filerCIK 0001539832

Filing Metadata

Form type
4
Filed
Sep 19, 8:00 PM ET
Accepted
Sep 20, 5:26 PM ET
Size
7.6 KB